Fortune Financial Services, Inc.

Fortune Financial Services, Inc.

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3582 Brodhead Road

Monaca, PA 15061

(724) 846-2488

fortunefinancialservices.com

Clearing firm: Other

No. advisers: 332

No. franchises: 183

AUM: $2,082,989,948

Year founded: 1997

Year end: Dec. 31

No. of retail offices: 190

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Additional data available to subscribers:
  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Offers robo-advisory platform?
  • If not, when plans to offer a robo-platform
  • Robo-advice services offered
  • How robo-platform developed
  • Charge for robo-advisory services?

For More Information

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

Recruitment & Staffing

2018 2017 2016
No. of reps332304294
No. of producing reps244246231
No. of reps producing $100K-$499K /year393632

Payout grid is available to Data Center subscribers only.

Subscribe or log in to the B-D Data Center for access to all available data.

2018 2017 2016
Total revenues$19,629,452$16,202,698$12,216,757
Commission revenues$19,629,452$16,202,698$12,216,757
Fee revenues000
Total revenues: Other000
2018 2017 2016
Total account assets$2,082,989,948$2,019,606,666$1,687,392,817
Fee-based assets000
Total account assets: Other$2,082,989,948$2,019,606,666$1,687,392,817
Average assets per rep$6,274,066$6,643,443$5,739,431

Top independent broker-dealers reveal their payout tables

January 22, 2017 - The 2017 InvestmentNews independent-broker-dealer directory is based on information provided by 90 eligible firms. To be considered for future listings, contact INResearch@investmentnews.com. Visit InvestmentNews.com/bddata for more-complete profiles....

    Notes
  • 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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