Brett
Keener

Park Avenue Securities LLC

CRD#4487454
Investment Advisor
in San Diego, CA
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About this Advisor

Brett Keener is a certified financial planner based in San Diego, California. Currently a registered financial advisor at Park Avenue Securities LLC, they have gathered 17 years of practice as a registered advisor. Keener has Series 65 and Series 66 licenses, which designate them as both a securities agent and an investment advisor representative. Keener is able to work with customers based out of Alaska, Nevada, Pennsylvania, Washington, California, Connecticut, Florida, Maine, Maryland, Minnesota, New Jersey, Ohio, South Carolina, Texas and Virginia. Over the course of their career, Keener has held roles at Park Avenue Securities, Guardian Life Insurance Company Of America and Park Avenue Securities LLC. Park Avenue Securities LLC is based out of San Diego, California, and has 86 additional locations throughout the United States. In aggregate, Park Avenue Securities LLC oversees $3 billion in assets throughout 18,575 client accounts and retains more than 1,708 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Park Avenue Securities LLC provides financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

9605 Scranton Road Suite 625
San Diego, CA 92121

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$3,404,649,231

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

1,708

CA Average: 88
Total Number of Accounts

18,575

CA Average: 3,892
Average Account Size

$183,292

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Brett Keener Work History

Brett has 17 years of experience.

2015 - Present (4 years)

Park Avenue Securities LLC

2015 - Present (4 years)

Guardian Life Insurance Company Of America

2001 - 2015 (14 years)

Park Avenue Securities

2001 - 2015 (14 years)

Guardian Life Insurance Company Of America

Disclosures

Brett Keener has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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