Alfred
Valencia
Park Avenue Securities LLC
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About this Advisor
Alfred Valencia is a financial advisor operating in San Diego, California, with 10 years of experience as a financial advisor. Valencia is an employee of Park Avenue Securities LLC. During their career, Valencia has held roles at Guardian Life Insurance Co. Of America, American Income Life, Park Avenue Securities, LLC, Guardian Life Insurance Company and Park Avenue Securities. Valencia has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California, Florida, Indiana, Maryland, New Mexico and Texas. Park Avenue Securities LLC is a firm operating in San Diego, California. It has offices in 86 locations and a total of 1,811 people on staff. It handles $11 billion in assets between its 54,606 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 101 charities and foundations. Of its 54,606 customer accounts, 19% are associated with high-net-worth clients who have at least $1 million in investable assets. Park Avenue Securities LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Park Avenue Securities LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Park Avenue Securities LLC Brokerage Details
$10,625,337,610
1,811
54,606
$194,582
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Alfred Valencia Work History
Alfred has 10 years of experience.
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Park Avenue Securities, LLC
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Co. Of America
American Income Life
Disclosures
Alfred Valencia has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
Port Chester, NY
Boston, MA
Jacksonville, FL
Fort Myers, FL
Pittsburgh, PA
Tampa, FL
Atlanta, GA
San Diego, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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