Lee Fortenberry, financial advisor Lancaster PA

Lee Fortenberry

CRD Number: 2270265
Current Firm: Park Avenue Securities LLC

Lee Fortenberry (CRD# 2270265) is an Investment Advisor Representative working at Park Avenue Securities LLC in Lancaster, PA and has over 31 years of experience in the finance industry. Lee Fortenberry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities Lancaster, PA Mar 2022 - Current 2
Guardian Life Insurance Company Lancaster, PA Mar 2022 - Current 2
Shippensburg University Shippensburg, PA Jan 2018 - Current 6
Guardian Life Insurance Company Harrisburg, PA Apr 2023 - Oct 2023 < 1
Park Avenue Securities Harrisburg, PA Apr 2023 - Oct 2023 < 1
Guardian Life Isnurance Company Frederick, VA Oct 2021 - Mar 2022 < 1
Park Avenue Securities Frederick, VA Oct 2021 - Mar 2022 < 1
Guardian Life Insurance Co Of America Lancaster, PA Mar 2019 - Oct 2021 2
Park Avenue Securities, LLC Lancaster, PA Mar 2019 - Oct 2021 2
Northwestern Mutual Investment Services, LLC York, PA Jan 2018 - Mar 2019 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 1991 - Mar 2019 28
Northwestern Mutual Investment Services, LLC Charlotte, NC Apr 2017 - Dec 2017 < 1
Northwestern Mutual Investment Services, LLC Jackson, MS Jan 2014 - Apr 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Lee M. Fortenberry
Phone Number: 1-888-600-4667
Registered State(s):
  • AL
  • DE
  • DC
  • FL
  • GA
  • IL
  • MD
  • NJ
  • NC
  • PA
  • SC
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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