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Quinc Verne Pearcy

Investment adviser representative at Fort Advisors Inc
18 yearsExperience
1 stateRegistered in
$146.3MFirm assets
3 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

18 years in the industry.

  1. Fort Advisors, Inc.Sep 2019 to now
  2. Pearcy Retirement SolutionsAug 2014 to now
  3. Fort Wealth ManagementJul 2014 to now
  4. Hcaa, LLCSep 2008 to now
  5. Corecap Advisors, Inc.Sep 2016 to Dec 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (TX).

Fort Advisors Inc

$146.3MAssets managed
414Clients
3Advisers
3 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
6328329
Firm CRD
299243
Advisor's SEC record (opens in a new tab)
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