John Sandy Francisco
Investment adviser representative at Fortis Group Advisors LLC
10 yearsExperience
2 statesRegistered in
$822.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- LPL Financial, LLCOct 2020 to now
- Fortis Group Advisors LLCAug 2020 to now
- ModmarketSep 2016 to Dec 2016
- Fidelity Brokerage Services LLCApr 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Fortis Group Advisors LLC
$822.4MAssets managed
2,604Clients
25Advisers
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
- 6202793
- Firm CRD
- 290427