Fortune Financial Services, Inc.

Fortune Financial Services, Inc.


3582 Brodhead Road

Monaca, PA 15061

(724) 846-2488

Clearing firm: Other

No. advisers: 355

AUM: $2,365,808,737

Year founded: 1997

Year end: Dec. 31

No. of retail offices: 202

For More Information

CEOGregory J. Bentley
Recruiting ContactGregory J. Bentley
(724) 846-2488
Compliance ContactChristine A. Warner
(724) 846-2488

William Pintaric
(724) 846-2488

Recruitment & Staffing

2020 2019 2018
No. of reps375355332
No. of reps, male
No. of reps, female
No. of producing reps261247244
No. of producing reps, male0
No. of producing reps, female0
No. of reps producing $100K-$499K /year524939
No. of reps producing $500K+ /year565
No. of CFPs332321
No. of full-time employees131211
No. of fee-based advisers served118121115
Average payout per rep, per year$81,183$84,536$80,449
Avg. annual production of top 20% reps$242,917$284,595$276,966
Total payout, per year$17,189,367$16,979,219$16,454,866
Cost of E&O insurance per rep, per year
Affiliation fees charged per rep, per yearNone$2,050
Affiliation fee coverageAll FINRA fees, including home state. Fidelity Bond, SIPC charges, e-mails, Morningstar Annuity Intelligence, DST Vision Professional, branch audits, electronic submission. ACM on-line.
$0-$249,999 $250K-$499,999 $500K-$749,999 $750K-$999,999 $1,000,000+
Mutual funds 86%-90% 86%-90% 86%-90% 86%-90% 86%-90%
Insurance Do not offer this product Do not offer this product Do not offer this product Do not offer this product Do not offer this product
Variable annuities 86%-90% 86%-90% 86%-90% 86%-90% 86%-90%
Limited parterships Do not offer this product Do not offer this product Do not offer this product Do not offer this product Do not offer this product
Securities Do not offer this product Do not offer this product Do not offer this product Do not offer this product Do not offer this product
2020 2019 2018
Total revenues$21,188,836$20,597,743$19,629,452
Commission revenues$21,188,836$20,597,743$19,629,452
Securities revenues000
Securities revenues: Stocks000
Securities revenues: Bonds000
Securities revenues: ETFs000
Securities revenues: Other000
Mutual fund revenues$3,979,174$3,965,050$4,556,556
Annuities revenues$17,209,662$16,632,693$15,072,896
Annuities revenues: Fixed$1,292,966$1,052,943$1,452,925
Annuities revenues: Variable$15,916,696$15,579,750$13,619,971
Annuities revenues: Other000
Insurance revenue000
Insurance revenues: Life000
Insurance revenues: Disabilities000
Insurance revenues: LTC000
Insurance revenues: Other000
Alternative revenues000
Alternative revenues: Hedge funds000
Alternative revenues: Managed futures000
Alternative revenues: Private placements000
Alternative revenues: REITs000
Alternative revenues: Other000
Other commission revenues000
Fee revenues000
Fee revenues: Rep-managed accounts000
Fee revenues: Firm-managed accounts000
Fee revenues: Outside-managed accounts000
Fee revenues: Other000
Total revenues: Other000
2020 2019 2018
Total account assets$2,842,409,849$2,365,808,737$2,082,989,948
Fee-based assets000
Fee-based assets: Clearing firm000
Fee-based assets: Advisory firm platforms000
Fee-based assets: Third-party money managers000
Fee-based assets: Other000
Total account assets: Other$2,842,409,849$2,365,808,737$2,082,989,948
Average assets per rep$7,579,760$6,664,250$6,274,066
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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