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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

EDMUND ALAN FORTIER

Advisor at KESTRA ADVISORY SERVICES, LLC

Aceworth, GA | WOODSTOCK, GA | AUSTIN, TX

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Search this name across graphsid dfx:ria:f46314b7-319f-adb8-1cc0-40f8dd21dd26

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KESTRA ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 23, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 23, 1998
First registration: Apr 17, 2003
Dual registered: yes, broker-dealer
Other names: ED FORTIER|EDMUND ALAN FORTIER|EDMUND ALAN FORTIER
IAPD individual key: 3136335

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 27, 2016	n/a	yes	WOODSTOCK, GA\|Aceworth, GA\|AUSTIN, TX	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Apr 27, 2011	Aug 27, 2014	no	Atlanta, GA\|SUWANEE, GA	Previous registration
PERSIUM ADVISORS, LLC	Independent wealth	Apr 9, 2010	Feb 4, 2011	no	ATLANTA, GA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 14, 2005	Apr 19, 2010	no	ATLANTA, GA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Apr 17, 2003	Oct 24, 2005	no	KENNESAW, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MML INVESTORS SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Aug 27, 2014	Apr 27, 2016	609	Firm change after gap	Other
PERSIUM ADVISORS, LLC	MML INVESTORS SERVICES, LLC	Feb 4, 2011	Apr 27, 2011	82	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	PERSIUM ADVISORS, LLC	Apr 19, 2010	Apr 9, 2010	-10	Firm change	Other
PRINCIPAL SECURITIES, INC.	SECURIAN FINANCIAL SERVICES, INC.	Oct 24, 2005	Nov 14, 2005	21	Firm change	Other

Relationships

Registered with (5)

→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Apr 27, 2016 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Apr 27, 2011 to Aug 27, 2014factForm ADV
→ PERSIUM ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 9, 2010 to Feb 4, 2011factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 14, 2005 to Apr 19, 2010factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Apr 17, 2003 to Oct 24, 2005factForm ADV

Dated events

No dated event names this entity yet.