Matthew Fortenberry (CRD# 6674763) is an Investment Advisor Representative working at Equitable Advisors, LLC in Denver, NC and has over 6 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors | New York, NY | May 2021 - Current | 2 |
| Pruco Securities, LLC | Charlotte, NC | Apr 2020 - May 2021 | 1 |
| Prudential Annuities Distributors, Inc. | Charlotte, NC | Mar 2020 - May 2021 | 1 |
| The Prudential Insurance Company Of America | Charlotte, NC | Jan 2019 - May 2021 | 2 |
| Pruco Securties LLC | Charlotte, NC | Jan 2019 - May 2021 | 2 |
| Wells Fargo Clearing Services LLC | Charlotte, NC | Aug 2017 - Dec 2018 | 1 |
| University Of North Carolina At Charlotte | Charlotte, NC | Apr 2017 - Aug 2017 | < 1 |
| Autobell | Huntersville, NC | Feb 2017 - Apr 2017 | < 1 |
| University Of North Carolina At Charlotte | Charlotte, NC | Jan 2017 - Feb 2017 | < 1 |
| Axa Advisors | Charlotte, NC | Jun 2016 - Jan 2017 | < 1 |
| University Of North Carolina At Charlotte | Charlotte, NC | Jan 2016 - Jun 2016 | < 1 |
| Central Piedmont Community College | Charlotte, NC | Jul 2015 - Dec 2015 | < 1 |
| Autobell | Harrisburg, NC | Aug 2014 - Jul 2015 | < 1 |
| Axa Equitable | Charlotte, NC | May 2014 - Aug 2014 | < 1 |
| Unempolyed | Denver, NC | Apr 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- NC
- PA
- SC
- UT
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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