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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lynn Fortner is a financial advisor registered with SCF Investment Advisors, Inc.. Michael Fortner is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since July 11, 2000. Michael has earned the Series 7, 24, 31 and 63 licenses as well as the SIE and Series 65. Michael has worked with SCF Securities and SCF Investment Advisors since July 2012. Michael is also registered as a broker-dealer in Georgia, Tennessee, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/14/2022 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
GA
05/03/2011 - 07/13/2012
BROKERSXPRESS LLC (DALTON GA)
GA
08/18/2003 - 05/13/2011
LPL FINANCIAL LLC (DALTON GA)
MO
07/11/2000 - 08/19/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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