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William C
Series 63, Series 65
Alexandria, VA
Fortress Private Ledger, LLC
William Cotton is a financial advisor at Fortress Private Ledger, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC and S2K Financial LLC. Outside of his advisory role, he is a partner at Collegiate Financial Group, focusing on financial planning. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, supported by a network of investment adviser representatives and third-party managers.
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