Lee Marvin Fortenberry

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1991 → 03/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2014 → 04/2017
  Northwestern Mutual Investment Services, Llc
  Jackson, MS
• 04/2017 → 12/2017
  Northwestern Mutual Investment Services, Llc
  Charlotte, NC
• 01/2018 → 03/2019
  Northwestern Mutual Investment Services, Llc
  York, PA
• 01/2018 → Present
  Shippensburg University
  Shippensburg, PA
• 03/2019 → 10/2021
  Guardian Life Insurance Co Of America
  Lancaster, PA
• 03/2019 → 10/2021
  Park Avenue Securities, Llc
  Lancaster, PA
• 10/2021 → 03/2022
  Guardian Life Isnurance Company
  Frederick, VA
• 10/2021 → 03/2022
  Park Avenue Securities
  Frederick, VA
• 03/2022 → 04/2026
  Guardian Life Insurance Company
  Lancaster, PA
• 03/2022 → 04/2026
  Park Avenue Securities
  Lancaster, PA
• 04/2023 → 10/2023
  Guardian Life Insurance Company
  Harrisburg, PA
• 04/2023 → 10/2023
  Park Avenue Securities
  Harrisburg, PA
• 06/2024 → Present
  Guardian Life Insurance Company
  Shippensburg, PA
• 06/2024 → Present
  Park Avenue Securities
  Shippensburg, PA
• 09/2025 → Present
  Park Avenue Securities
  Gettysburg, PA
• 09/2025 → Present
  Guardian Life Insurance Company
  Gettysburg, PA
• 09/2025 → Present
  Guardian Life Insurance Company
  Hunt Valley, MD
• 09/2025 → Present
  Park Avenue Securities
  Hunt Valley, MD
• 04/2026 → Present
  Guardian Life Insurance Company
  Harrisburg, PA
• 04/2026 → Present
  Park Avenue Securities
  Harrisburg, PA

Previous Registrations

• 2002-10-30 → 2018-12-31
  Northwestern Mutual Investment Services, Llc
  Camp Hill, PA
  Ridgeland, MS
  Charlotte, NC
  Hunt Valley, MD
  York, PA

Other Businesses

1) FORTENBERRY INSURANCE AGENCY, INC-Owner, Start Date: 1/1/2015, Address: RIVER BEND PLACE STE A JACKSON, MS 39232, 1 total hour per month; 0 during securities trading, Investment Related, Greater than 10% Annual Compensation, 2) COACH, LEADERSHIP STEWARDSHIP, Start Date: 12/21/2016, Address: 89 Garrison Falls Dr Gettysburg, PA 17325, 6 total hours per month; 0 during securities trading, Not Investment Related, Less than 10% Annual Compensation, 3) ADJUNCT PROFESSOR- SHIPPENSBURG UNIVERSITY, Start Date: 1/22/2018, Address: 1871 OLD MAIN DRIVE, SHIPPENSBURG, PENNSYLVANIA, 17257, 6-20 hours per month; 0 during securities trading hours, Not Investment Related, Less than 10% Annual Compensation, 4) INSURANCE COMPANIES NOT AFFILIATED WITH GUARDIAN FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS, Start Date: 03/11/2019, Address: 1869 Charter Lane, Suite 201, Lancaster, PA 17601, 6 total hours per month; 0 during securities trading hours, Investment Related, Less than 10% Annual Compensation, 5) SUCCESSOR TRUSTEE FOR MOTHER AND FATHER AS DESIGNATED IN WILL, Start Date: 4/22/2023, Address: 1215 GREEN RIDGE RD., CATAULA, GA 31804, 0 TOTAL HOURS PER MONTH; 0 DURING SECURITIES TRADING, Not Investment Related, No Annual Compensation, 6) Smart Asset Ambassador, Start Date: 8/1/2024, Address: 89 Garrison Falls Drive, Gettysburg, PA 17325, 3 total hours per month; 0 during securities trading hours, Not Investment Related, Less than 10% Annual Compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-11
• S63 Uniform Securities Agent State Law Examination
  1992-09-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant