Eric
Luallen
Park Avenue Securities LLC
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About this Advisor
Eric Luallen is a financial advisor based in Tallahassee, Florida, with 8 years of industry experience. Luallen works at Park Avenue Securities LLC. Throughout their career, Luallen has worked at Guardian Life Insurance Company and Park Avenue Securities. Luallen holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Georgia, Nebraska, New Mexico and Virginia. Park Avenue Securities LLC is an advisory business that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 advisors. It administers $10 billion in total assets between its 57,359 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 57,359 customer accounts, 19% are held by high-net-worth individuals who have more than $1 million in assets. The firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees are based on which services the firm provides the client. Fees billed by Park Avenue Securities LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Eric Luallen Work History
Eric has been registered as a financial advisor for 8 years.*
Guardian Life Insurance Company
Park Avenue Securities
*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 Eric Luallen 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
Paramus, NJ
Englewood, CO
Alpharetta, GA
New York, NY
Cincinnati, OH
Buffalo, NY
Liberty Hill, TX
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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