AZ
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1756 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B
Fee Structure
PAS offers both transaction-based (brokerage) and fee-based (advisory) accounts. Fees for financial planning and consulting are negotiated based on the IAR's experience, client needs, time, and plan complexity. Subscription-based financial planning is also available for an annual fee paid monthly or quarterly.
Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation Planning
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Advisor Information
Office location
14021 Metropolis Ave., Fort Myers, FL, 33912
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Park Avenue Securities LLC
October 2022 - Present · 3 yrs 3 mos
Park Avenue Securities LLC Broker
May 2022 - Present · 3 yrs 8 mos
State Registrations8 states
AZCOFLNCNJNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.