Alex Fontana is a CFP-designated registered investment advisor, based in Ocala, FL, with 12 years of industry experience.
Location
4414 SW College Rd, Ste 1450, Ocala, FL, 34474
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Regulatory History (2)
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Customer Dispute
December 2015Settled
Customer Dispute
November 2015Denied
Other Business Activities
Alex is a partner in Crystal Fountain, LLC, a rental property investment. He spends minimal time on this activity.
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
October 2015 - February 2021 · 5 yrs 4 mos
Bb&t Securities, LLCBroker
October 2015 - February 2021 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
December 2013 - October 2015 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
December 2013 - October 2015 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.