Fortier Financial is one of the most highly regarded wealth distribution specialty boutiques in the Gulf region. The name has become synonymous with professionalism and trust, which is why our exclusive clientele consists mainly of successful professionals seeking a high level of personalized advice. Despite our growth, we continue to deliver one of a kind customer service that addresses the needs of each client on an individual level. To maintain this key strength, we limit the number of new clients we take on and are selective when choosing who we serve based on criteria that extend beyond the size of portfolios.
Fortier Financial is independently owned and operated. We are a branch office of LPL Financial, one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the nation. (As reported in Financial Planning magazine 1996-2009, based on total revenues.) Through LPL Financial we are able to offer access to a wide variety of products and services, all of which can be tailored to suit your specific needs.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. The information has no regard to the specific investment objectives, financial situation, or particular needs of any specific recipient, and is intended for informational purposes only and does not constitute a recommendation, or an offer, to buy or sell any securities or related financial instruments, nor is it intended to provide tax, legal or investment advice. We recommend that you procure financial and/or tax advice as to the implications (including tax) of investing in any of the companies mentioned. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.
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