Steven Fortune
Steven Fortune is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Bloomington, IN, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
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Location
1519 S. Piazza Drive, Bloomington, IN, 47401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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