Linda Fortunato
Linda Fortunato is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ponte Vedra Beach, FL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2101 Sawgrass Village Drive, Ponte Vedra Beach, FL, 32082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Linda works as an operations manager for Pheiff Wealth Partners, handling client service and compliance. This takes about half of Linda's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations32 states
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