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Tayler H
Series 65
Gonzales, LA
Fortune 45, LLC.
Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.
Victoria V
Series 65
Gonzales, LA
Fortune 45, LLC.
Victoria Varisco Lulich is a Series 65 licensed financial advisor at Fortune 45, LLC with four years of industry experience. She has worked at Fortune 45 since 2020 and previously worked at Babcock Consulting Group and the YMCA of the Capital Area. Fortune 45 provides investment management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses ETF-based portfolios with technical, charting, and fundamental analysis, and explicitly discloses the use of derivatives and leverage in managed accounts.
Jesse R
Series 65
Gonzales, LA
Fortune 45, LLC.
Jesse Rodrigue is a Series 65-licensed financial advisor with Fortune 45, LLC in Gonzales, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he manages a podcast titled "Real Talk Money With Jesse." Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing in separately managed accounts.
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