Jim Fortenberry

Jim Fortenberry

Partner

As a financial professional with AXA Advisors, LLC, 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
  • AXA Hall of Fame member
  • Cowans Ford Country Club

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

 

 

 


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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 AXA Advisors, LLC or its affiliates.

Phone (704) 460-1075
Fax (704) 966-4161