Thomas
Keener

Park Avenue Securities LLC

CRD#2970017
Investment Advisor
in San Diego, CA
Are you Thomas Keener? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Keener is a chartered financial consultant operating out of San Diego, California, who has been in the financial industry for 17 years. Keener is on the advisory team at Park Avenue Securities LLC. During their career, Keener has held roles at Guardian Life Insurance Company and Park Avenue Securities. Keener holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Texas, Connecticut, Maine, Minnesota and New Jersey. Park Avenue Securities LLC is a registered investment business operating out of San Diego, California. The company has offices in 86 locations and a total of 1,708 financial advisors. It handles $3 billion in assets under management across its 18,575 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 77 charities and foundations. Of its 18,575 client accounts, 24% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management are based on which services the firm provides the client. Fees charged by Park Avenue Securities LLC can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

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

$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

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

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

Investment Advisory Services

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

Thomas Keener Work History

Thomas has 17 years of experience.

2015 - Present (4 years)

Guardian Life Insurance Company

2015 - Present (4 years)

Park Avenue Securities

2001 - 2015 (14 years)

Guardian Life Insurance Company

2001 - 2015 (14 years)

Park Avenue Securities

Disclosures

Thomas Keener has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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

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