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Thomas F
Series 65
Cedar Park, TX
Sovereign Asset Advisors LLC
Thomas Fortenberry is a Series 65-licensed financial advisor with Sovereign Asset Advisors LLC, where he has worked since 2020. He has five years of experience in financial advising and also maintains a law practice as an attorney since 2009. Additionally, he is a licensed real estate agent and serves as a trustee for private trusts. Sovereign Asset Advisors LLC is a small independent firm managing approximately $2.5 million for individual investors, small businesses, charitable organizations, and retirement plans. The firm uses an active, value-oriented investment approach combining fundamental, technical, and cyclical analysis to create diversified portfolios and offers comprehensive financial planning, discretionary portfolio management, and retirement-plan advisory services.
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