Lee Marvin Fortenberry
Investment adviser representative at Park Avenue Securities LLC
35 yearsExperience
6 statesRegistered in
ChFC®, CFP® certificationDesignations
$19.6BFirm assets
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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
- Seminars and workshops
Experience
35 years in the industry.
- Guardian Life Insurance CompanyMar 2022 to now
- Park Avenue Securities, LLCMar 2019 to now
- Shippensburg UniversityJan 2018 to now
- Guardian Life Isnurance CompanyOct 2021 to Mar 2022
- Guardian Life Insurance Co of AmericaMar 2019 to Oct 2021
- Northwestern Mutual Investment Services, LLCJan 2018 to Mar 2019
- Northwestern Mutual Investment Services, LLCJan 2014 to Dec 2017
- Northwestern Mutual Life Insurance CompanyFeb 1991 to Mar 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 6 states (FL, GA, MD, PA, VA, WV).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 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
- 2270265
- Firm CRD
- 46173