Park Avenue Securities LLC

Investment Advisor
in San Diego, CA

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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

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

5280 Carroll Canyon Road Suite 300
San Diego, CA 92121

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management


CA Average: $7,464,549,021
Total Number of Employees


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


CA Average: $1,917,921

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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.

2021 - Present (2 years)

Guardian Life Insurance Company

2021 - Present (2 years)

Park Avenue Securities

2021 - 2021 (< 1 year)

Guardian Life Insurance Company

2021 - 2021 (< 1 year)

Park Avenue Securities

2017 - 2017 (< 1 year)

Park Avenue Securities, LLC

2017 - 2021 (4 years)

Guardian Life Insurance Company

2017 - 2021 (4 years)

Park Avenue Securities

2014 - 2017 (3 years)

Guardian Life Insurance Co. Of America

2012 - 2015 (3 years)

American Income Life


Alfred Valencia has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Benjamin Nichols
Port Chester, NY
Paul Kilday
Boston, MA
Chad Gibbons
Jacksonville, FL
Seth Arndt
Fort Myers, FL
Andrew White
Pittsburgh, PA
Robert Hudson
Tampa, FL
Jonathon Dodd
Atlanta, GA
Alfred Valencia
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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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