Park Avenue Securities LLC
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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
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lawrence Rutledge Work History
Lawrence has 10 years of experience.
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Lawrence Rutledge has disclosures.
Please visit their SEC profile for more details.