Kim
Mahoney

Park Avenue Securities LLC

CRD#5920034
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kim Mahoney is a financial advisor based out of San Diego, California, with 4 years of relevant experience. Mahoney is an employee of Park Avenue Securities LLC. Their career trajectory has included roles at State Farm Vp Management Corp, Us Marine Corps Reserves, Guardian Life Insurance and Park Avenue Securities. Mahoney has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Alabama, Arizona, California, Indiana, Michigan, Montana, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia and Wyoming. Park Avenue Securities LLC is a registered investment business headquartered in New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It controls $10 billion in total assets across its 57,359 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 57,359 customer accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Park Avenue Securities LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by Park Avenue Securities LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

9920 Pacific Heights Blvd Suite 105
San Diego, CA 92121

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Kim Mahoney Work History

Kim has been registered as a financial advisor for 4 years.*

2016 - Present (8 years)

Park Avenue Securities

2015 - Present (9 years)

Guardian Life Insurance

2008 - Present (16 years)

Us Marine Corps Reserves

2011 - 2015 (4 years)

State Farm Vp Management Corp

*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 Kim Mahoney 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

Sonia Cantrell
Bethlehem, PA
Bartosz Warzycha
Columbus, OH
Chelsea Gottschling
Claremont, CA
William Roerden
Warwick, NY
Shane Davis
Allentown, PA
Benjamin Decker
Mount Pleasant, SC
Derek Malis
Buffalo, NY
Corwin Davidson
Liberty Hill, TX

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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started