AF
Antonio C. Fortson
TRUIST ADVISORY SERVICES
COLUMBUS, GA 31901
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CRD#: 6025352
AF
Professional summary
Antonio Cordell Fortson is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Columbus, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Columbus, Georgia.
Antonio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Antonio has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
RENTAL PROPERTY POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2014 ADDRESS: 1810 Lonesome Pine, Phenix City AL 36869 RENTAL PROPERTY POSITION: owner NATURE: Potential Rental property in Phenix City INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2020 ADDRESS: 1500 9th Place, Phenix City AL 36867 ALPHA UPSILON LAMBDA EDUCATIONAL FOUNDATION POSITION: Board Member NATURE: The Foundation's activities in accomplishing its goal is primarily derive from distribution of funds generated from fundraising activities; and the volunteering of time and expertise by the Foundation and fraternity members to exempt organizations such as, but not limited, The Boys Scouts, YMCA, religious organizations that have established programs in tutoring, mentoring, youth development, elimination of illiteracy and juvenile delinquency prevention INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2019 ADDRESS: 754 South Jackson Street, Montgomery AL 36104 FEEDING THE VALLEY FOOD BANK POSITION: Board Member NATURE: Feed the Valley is a centralized source for receiving and distributing donated food, fresh produce, and grocery products from national and local retail donors as well as seasonal produce from local providers. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: Columbus, GA, United States DESCRIPTION: Ensure the organization is following the policy oversight committee. Set Strategic long-term plan for the organization. Serve as an ambassador for the organization in the community. Help support varies program at Feeding the Valley.
CRS (Client Relationship Summary) - RIA
Click below to view Antonio Cordell Fortson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1246 1st Ave Fl 5, Columbus, GA 31901RIA
CRD#: 283390
COLUMBUS, GA
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1246 1st Ave Fl 5, Columbus, GA 31901BD
CRD#: 17499
COLUMBUS, GA
Past
October 9, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
October 9, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
June 30, 2014 - October 3, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MONTGOMERY, AL
Past
March 12, 2012 - October 3, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MONTGOMERY, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/17/2021)
RR
Georgia(2/17/2021)
IAR
Georgia(10/13/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
