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William Cole Fortner

THE Leaders Group, Inc.

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About William Cole Fortner

William Cole Fortner is a financial advisor currently registered with The Leaders Group, Inc. in Littleton, Colorado. William has over 20 years of experience in the financial industry. William holds the Series 6, 7, 24, 26, 63, and 65 securities licenses, as well as the SIE. He is currently registered in California and Texas. William has previously worked with AIG Capital Services, Inc., Lincoln Financial Advisors Corporation, MetLife Investors Distribution Company, Hartford Equity Sales Company Inc., Woodbury Financial Services, Inc., Signator Investors, Inc., and BA Investment Services, Inc.

Firm Information

William Fortner is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Fortner’s Registration & Firm History

CO

05/20/2021 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NJ

11/18/2019 - 02/04/2021

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

OR

06/03/2013 - 09/05/2019

LINCOLN FINANCIAL ADVISORS CORPORATION (PORTLAND OR)

CA

06/17/2011 - 06/04/2013

METLIFE INVESTORS DISTRIBUTION COMPANY (LADERA RANCH CA)

CA

08/16/2001 - 01/11/2011

HARTFORD EQUITY SALES COMPANY INC. (NEWPORT BEACH CA)

CA

12/06/2001 - 12/31/2010

WOODBURY FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)

MA

10/06/1998 - 08/14/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

CA

04/10/1997 - 08/03/1998

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

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Licenses & Designations

IA

Issued 03/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/2013

Series 24 - General Securities Principal Examination

BC

Issued 07/02/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/1998

Series 7 - General Securities Representative Examination

BC

Issued 12/14/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Cole Fortner. Review regulatory record here.
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