Philemon
Kang

Park Avenue Securities LLC

CRD#5560086
Investment Advisor
in San Ramon, CA

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About this Advisor

Philemon Kang is a financial advisor based in San Ramon, California, working with Park Avenue Securities LLC. Philemon has previously held positions at Guardian Life Insurance Company Of America, Park Avenue Securities, Guardian Life Insurance Company, and Park Avenue Securities LLC. Philemon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Illinois, Iowa, Maryland, Massachusetts, Montana, New York, North Carolina, Oklahoma, Texas, Utah, Virginia, and Washington. Currently, Philemon is part of Park Avenue Securities LLC, which operates out of San Ramon, California. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

12677 Alcosta Blvd Suite 340
San Ramon, CA 94583

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

CA Average: 88
Total Number of Accounts

62,811

CA Average: 3,892
Average Account Size

$189,164

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

Philemon Kang Work History

2015 - Present (9 years)

Guardian Life Insurance Company

2015 - Present (9 years)

Park Avenue Securities LLC

2013 - 2015 (2 years)

Guardian Life Insurance Company Of America

2013 - 2015 (2 years)

Park Avenue Securities

Disclosures

Please visit the SEC profile of Philemon Kang 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

Trevor Mcnally
Port Chester, NY
George Klima
Wayzata, MN
Marc Merber
Garden City, NY
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Patrick Moore
Franklin, TN
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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