Lawrence
Rutledge

Park Avenue Securities LLC

CRD#1051284
Investment Advisor
in Orlando, FL
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About this Advisor

Lawrence Rutledge is a certified financial planner who lives in Orlando, Florida. Currently a registered investment advisor at Park Avenue Securities LLC, Rutledge has 10 years of practice as a registered advisor. Rutledge holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Rutledge is registered to act as an advisor in Florida, Kentucky, Texas, Mississippi, New Jersey, North Carolina and Pennsylvania. Their career trajectory has included roles at Guardian Life Insurance Co Of America and Park Avenue Securities LLC. Park Avenue Securities LLC is based out of Orlando, Florida, and operates out of 86 additional brick-and-mortar locations across the country. As a company, Park Avenue Securities LLC manages $3 billion in assets throughout 18,575 client accounts and employs more than 1,708 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Park Avenue Securities LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Yes

Office Location

1360A Lake Baldwin Lane
Orlando, FL 32814

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$3,404,649,231

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

1,708

FL Average: 88
Total Number of Accounts

18,575

FL Average: 3,892
Average Account Size

$183,292

FL Average: $1,917,921

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Investment Advisory Services

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

Lawrence Rutledge Work History

Lawrence has 10 years of experience.

2008 - Present (11 years)

Guardian Life Insurance Co Of America

2008 - Present (11 years)

Park Avenue Securities LLC

Disclosures

Lawrence Rutledge has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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