AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WF

William V. Fortner

Some features on this profile are disabled
CRD#: 501328
WF

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Virgil Fortner JR, who also goes by Bill Fortner, William V Fortner Jr, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1977. William had worked at 10 firms and has passed the Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bill Fortner | William V Fortner Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 30, 1990 - June 29, 1990

HORIZONS INTERNATIONAL CORPORATION

BD
CRD#: 20530
Past

March 15, 1990 - April 10, 1990

HORIZONS INTERNATIONAL CORPORATION

BD
CRD#: 20530
Past

July 21, 1989 - August 14, 1989

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
Past

June 9, 1988 - February 9, 1989

FIRST STATE INVESTMENTS, INC.

BD
CRD#: 16693
Past

May 1, 1987 - May 25, 1988

GOVERNMENT SECURITIES DEALERS

BD
CRD#: 18054
Past

May 1, 1985 - September 26, 1986

TMA GOVERNMENT SECURITIES, LTD.

BD
CRD#: 15196
Past

March 12, 1984 - October 8, 1984

BRITTENUM & ASSOCIATES, INC.

BD
CRD#: 7179
Past

July 29, 1981 - February 1, 1984

UNITED CAPITAL CORPORATION

BD
CRD#: 8268
Past

July 27, 1979 - October 29, 1981

PARHAM & COMPANY, INC.

BD
CRD#: 7029
Past

September 13, 1978 - May 12, 1981

POWELL & ASSOCIATES, INC. INC.

BD
CRD#: 3064
Past

July 5, 1977 - June 11, 1978

PARHAM & COMPANY, INC.

BD
CRD#: 7029
Past

February 9, 1977 - July 23, 1977

SWINK & COMPANY, INC.

BD
CRD#: 7111

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 8/1/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/1983
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 4/4/1977
Registered Representative Examination

Current Firm

HI
HORIZONS INTERNATIONAL CORPORATION
G P SECURITIES, INC. | HORIZONS INTERNATIONAL CORPORATION | HORIZON INTERNATIONAL CORPORATION | GARDNER PHILLIPS SECURITIES CORPORATION

CRD#: 20530 / SEC#: , 8-38448

BD
Terminated by FINRA on 08/09/1990
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Mailing Address
Phone number
Established
Michigan since 06/22/1987
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HORIZONS INTERNATIONAL CORPORATION

CRD#: 20530

TRUST BUT VERIFY

Monitor William Fortner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics