William
Stevens
Park Avenue Securities LLC
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About this Advisor
William Stevens is a financial advisor based in Scottsdale, Arizona, working with Park Avenue Securities LLC. William has previously held positions at Penn Mutual, Hornor Townsend & Kent Inc, Foresters Financial Services, Real Performance LTD, Real Performance, LTD, Park Avenue Securities, and Guardian Life Insurance Company. William has passed the Series 63 regulatory exam and is registered to provide services in Arizona, California, Florida, Hawaii, Minnesota, New Jersey, New York, North Carolina, and Wisconsin. Currently, William is part of Park Avenue Securities LLC, which operates out of Scottsdale, Arizona. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
William Stevens Work History
Park Avenue Securities
Guardian Life Insurance Company
Real Performance, LTD
Foresters Financial Services
Real Performance LTD
Penn Mutual
Hornor Townsend & Kent Inc
Disclosures
Please visit the SEC profile of William Stevens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Avenue Securities LLC
Charlotte, NC
Greensboro, NC
Las Vegas, NV
Austin, TX
Houston, TX
Port Chester, NY
West Palm Beach, FL
Irvine, CA
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