John Fortier (CRD# 3027744) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waterville, ME and has over 17 years of experience in the finance industry.
CRD# 5332031
J.m. Arbour, LLC
CRD# 1864436
Lpl Financial LLC
CRD# 4098174
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Waterville, ME | Apr 2023 - Current | 1 |
| State Farm Vp Management Corp | Wateville, ME | Mar 2011 - Current | 13 |
| John Fortier Insurance Agency | Waterville, ME | Jan 1980 - Current | 44 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
| S63 | Uniform Securities State Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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