Brad Fortier, CFP®, CEP
New Orleans, Louisiana, 70124
Member Since 2009
The mission of Fortier Financial is simple: to assist our clients in realizing their dreams. Our value-based boutique firm is committed to the principle of “people first.” The services we offer are goal oriented with an eye toward effecting positive change in the lives of our clients. We are devoted to removing the burden of financial insecurity and providing the peace of mind that comes with financial confidence. More broadly, we are dedicated to being leader-servants and taking an active role to better our community. Overall, our expertise, personalized customer service and unwavering level of professionalism give our clients what they need to achieve their well-deserved bright future. These unique characteristics rank Fortier Financial as the best choice for residents of the Gulf Coast.
My Location
Background Information
Years of Financial Experience
- 16
Education
- Loyola University (Bachelor of Arts)
Certifications and Designations
- CFP®
- CEP
Association Memberships
- Financial Planning Association
- Lakeview Civic Improvement Association
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Quarterly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 3006495
- Securities Registrations: Series 63, Series 7
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: LPL Financial
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Alabama
- Florida
- Louisiana
- Mississippi
- Tennessee
- Texas
Planning Services
- Financial Planning, Retirement, Estate, Charitable, Tax, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care
Visit Website - http://www.fortierfinancial.net
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