How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSUARNCE COMPANIES. 2)KEYSTONE FINANCIAL GROUP; ATLANTA, GA; INVESTMENT RELATED; RIA FIRM WHERE WE HANDLE FEE BASED BUSINESS; SECRETARY; 20% OWNER & CHIEF COMPLIANCE OFFICER. 1/2005; 20-30 HOURS/MONTH; 20-30 HOURS DURING TRADING; BUSINESS DEVELOPMENT & TECHNICAL SUPPORT.3)LARGE & GILBERT INC, NOT INVSTMT RELATED, 6849 PEACH TREE DUNWOODY RD, ATLANTA GA, 30328,CORPORATION,PARTNER, 50+HRS/WK: 30+ DURING TRADING HRS,CPA FIRM PROVIDES TAX/ ACCOUNTING SERVICES TO HIGH NET WORTH CLIENTS. 4) L&G TECHNOLOGY SOLUTIONS INC. 6849 PEACHTREE DUNWOODY RD, BLDG B-2 ATLANTA, GA 30328 BEGAN 12/28/95 AS A OWNER. SOFTWARE SALES RESELL CONSTRUCTION ACCOUNTING SOFTWARE. NOT INVESTMENT RELATED. DEVOTES 6 HRS/YR AND 6 HR/YR DURING TRADING HRS.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Gary Stephen Fortier

Experience: 20 years / 5 firms

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