Alyssa Fortner
Alyssa Fortner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in High Springs, FL, with 3 years of industry experience. Alyssa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
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 Registrations11 states
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
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