Henry
Norman

Park Avenue Securities LLC

CRD#5783203
Investment Advisor
in Montrose, CA

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About this Advisor

Henry Norman is a financial advisor working out of Montrose, California who has 5 years of industry experience. Norman is an employee of Park Avenue Securities LLC. Throughout their career, Norman has worked at Massmutual Life Insurance Company, Mml Investors Services LLC, Guardian Life Insurance Company, Park Avenue Securities and Guardian Life Insurance. Norman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Colorado, Delaware, Florida, Nevada, North Carolina, Oregon, Texas and Washington. Park Avenue Securities LLC is a registered investment firm operating out of New York, NY. It has offices in 385 locations and a total of 1,825 people on staff. It controls $10 billion in assets under management across its 57,359 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 132 charitable organizations. Of its 57,359 client accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets. Park Avenue Securities LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees are based on the services offered. Fee types billed by Park Avenue Securities LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

2233 Honolulu Avenue Suite 210
Montrose, CA 91020

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

CA Average: 88
Total Number of Accounts

57,359

CA Average: 3,892
Average Account Size

$172,819

CA Average: $1,917,921

Investment Advisory Services

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

Henry Norman Work History

Henry has been registered as a financial advisor for 5 years.*

2020 - Present (4 years)

Guardian Life Insurance Company

2020 - Present (4 years)

Park Avenue Securities

2019 - 2019 (< 1 year)

Guardian Life Insurance

2019 - 2019 (< 1 year)

Park Avenue Securities

2019 - 2020 (1 year)

Guardian Life Insurance Company

2019 - 2020 (1 year)

Park Avenue Securities

2018 - 2019 (1 year)

Guardian Life Insurance Company

2018 - 2019 (1 year)

Park Avenue Securities

2018 - 2019 (1 year)

Park Avenue Securities

2018 - 2019 (1 year)

Guardian Life Insurance Company

2018 - 2019 (1 year)

Guardian Life Insurance Company

2018 - 2019 (1 year)

Park Avenue Securities

2012 - 2018 (6 years)

Massmutual Life Insurance Company

2012 - 2018 (6 years)

Mml Investors Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Henry Norman 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

Andrew Guyton
Portsmouth, NH
Sonia Cantrell
Bethlehem, PA
William Roerden
Warwick, NY
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
Ezekiel Zimmerman
Paramus, NJ
Benjamin Decker
Mount Pleasant, SC
Chelsea Gottschling
Claremont, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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