Andrew
Fortuna
Lpl Financial LLC
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About this Advisor
Andrew Fortuna is a financial advisor based in Rock Springs, Wyoming, working with Lpl Financial LLC. Andrew has previously held positions at Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Rental House, Moosely Hot Shot, United Way Of Southwest Wyoming, Rotary Of Rock Springs, Wy, Ken Fortuna LLC, 21St Century Community Learning Center, Rocks Springs City, Tuna Holdings LLC, and Lpl Financial LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Connecticut, District of Columbia, Idaho, Louisiana, Michigan, Missouri, Montana, Nebraska, Nevada, New Jersey, Texas, Utah, Virginia, Washington, and Wyoming. Currently, Andrew is part of Lpl Financial LLC, which operates out of Rock Springs, Wyoming. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Andrew Fortuna Work History
Lpl Financial LLC
Tuna Holdings LLC
Rocks Springs City
21St Century Community Learning Center
Ken Fortuna LLC
Rotary Of Rock Springs, Wy
United Way Of Southwest Wyoming
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed Inc
Moosely Hot Shot
Moosely Hot Shot
Rental House
Disclosures
Please visit the SEC profile of Andrew Fortuna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
West Bend, WI
Las Vegas, NV
Fort Lee, NJ
Metairie, LA
Chester, NJ
Leawood, KS
Holmdel, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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