Jim Fortenberry

Jim Fortenberry

Partner

As a financial professional with Equitable Advisors, and member of the Lake Norman community. I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills over my 18 year career, I've regularly attended industry training and certification programs. This includes passing the exams for the FINRA Securities Registration: Series 6 and Series 63. Also, I earned a Bachelor of Arts degree in Communications from Wingate University.

My education, experience and community affiliations have fostered my practical approach to offering finanical products and services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, I can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community is very important to me. I am affiliated with the following organizations:

  • Wingate University Athletic Foundation Board member
  • Wingate University Sports Hall of Fame member
  • Lincoln County Sports Hall of Fame member
  • Equitable Hall of Fame member
  • Cowans Ford Country Club

My wife, Cindy, and I live in Denver, North Carolina . Thanks for visiting

 

 

 


Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Alpha Omega Financial, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (704) 519-8952
Fax (704) 831-8089