Alyssa Fortner
Alyssa Fortner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in High Springs, FL, with 2 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
18575 High Springs Main St, Ste 50, High Springs, FL, 32643
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Regulatory History (1)
Financial
February 2023Other Business Activities
Alyssa is an associate/employee at The Barber Group LLC, a support company, where she takes trade orders, answers client questions, prepares documents, and maintains client relationships. She spends about 10-20% of her time on this activity, including during trading hours, while awaiting state approval of her advisor license.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations10 states
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