Adam
Zimmerman
Park Avenue Securities LLC
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About this Advisor
Adam Zimmerman is a financial advisor based in Fort Myers, Florida, working with Park Avenue Securities LLC. Adam has previously held positions at Guardian Life Insurance Company, Ferguson Enterprises, Full Time Education, Lake Aurora Christian Camp, Full Time Education; High School, Park Avenue Securities, and Culvers Of Estero. Adam has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Florida, and Virginia. Currently, Adam is part of Park Avenue Securities LLC, which operates out of Fort Myers, Florida. 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
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Adam Zimmerman Work History
Park Avenue Securities
Guardian Life Insurance Company
Ferguson Enterprises
Full Time Education
Lake Aurora Christian Camp
Culvers Of Estero
Full Time Education; High School
Disclosures
Please visit the SEC profile of Adam Zimmerman 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
Charlotte, NC
Port Chester, NY
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, NY
West Palm Beach, FL
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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