Park Avenue Securities LLC
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About this Advisor
Chau Lai is a certified financial planner and chartered financial consultant whose office is in San Diego, California. Currently a registered investment advisor at Park Avenue Securities LLC, they have gathered 19 years of professional experience as a financial advisor. Lai maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Lai is able to work with clients based out of Arizona, Colorado, Georgia, Idaho, Missouri, New Jersey, Pennsylvania, West Virginia, California, Nevada, Florida, North Carolina, Oregon, South Carolina, Washington, Illinois, Maryland, Texas and Virginia. During their career, the advisor has held roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC is headquartered in San Diego, California, and operates out of 86 brick-and-mortar locations in the country. In total, Park Avenue Securities LLC manages $3 billion in assets across 18,575 client accounts and retains more than 1,708 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Park Avenue Securities LLC can provide financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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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
Chau Lai Work History
Chau has 19 years of experience.
Park Avenue Securities
Guardian Life Insurance Company
Chau Lai has no disclosures.
Please visit their SEC profile for more details.