Michael Lynn Fortner
Investment adviser representative at Secure Asset Management, L.L.C.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$870.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Secure Asset Management, L.L.C.Mar 2025 to now
- Aurora Securities Inc.Mar 2025 to now
- Scf Investment Advisors, IncJul 2012 to Mar 2025
- Scf Securities, Inc.Jul 2012 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Secure Asset Management, L.L.C.
$870.6MAssets managed
2,877Clients
55Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4187792
- Firm CRD
- 144046