Brian Fortune Email & Phone Number
Certified Financial Planner® professional
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Brian Fortune Location
- Asheville, NC, US
Brian Fortune Work
- 2020 -now Financial Advisor @
- 2015 -now Certified Financial Planner® professional @ Fortune Financial and Insurance LLC
- 2009 -2019 Financial Advisor @ Cetera Advisor Networks LLC, Member FINRA/SIPC
- 2010 -2017 Insurance Agent @ Tax Deferred Services
- 2006 -2009 Server @
- 2005 -2006 Health and Fitness Instructor @ Westglow Resort and Spa
Brian Fortune Education
- Appalachian State University
B.S. (Health Promotions)
2000-2004 - Brevard High School 1996-2000
Brian Fortune Skills
- Series 63
- Financial Planners
- Public Speaking
- Fixed Annuities
- Retirement Savings
- Insurance
- Retirement Planning
- Teaching
- Permanent Life Insurance
- IRAs
- Variable Annuities
- Series 6
- 401k
- Roth IRA
- Life Insurance
- Wealth Accumulation
- College Savings Plans
- Microsoft Excel
- Training
- Certified Financial Planner
- Long Term Care
- Nursing
- Personal Financial Planning
- Long Term Care Insurance
- 401k Rollovers
- Term Life Insurance
- Health Insurance
- Retirement
- Life And Health Insurance Licenses
- Series 7
- 529 Plans
Brian Fortune Summary
- Brian Fortune, based in Asheville, NC, US, is currently a Certified Financial Planner® professional at Fortune Financial and Insurance LLC. Brian Fortune brings experience from previous roles at Cambridge Investment Research, Inc., Cetera Advisor Networks LLC, Member FINRA/SIPC, Tax Deferred Services and The Grove Park Inn Resort & Spa. Brian Fortune holds a 2000 - 2004 B.S. in Health Promotions @ Appalachian State University. With a robust skill set that includes Series 63, Financial Planners, Public Speaking, Fixed Annuities, Retirement Savings and more. Brian Fortune has 1 emails and 1 mobile phone numbers on RocketReach.
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