Park Avenue Securities LLC
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About this Advisor
Alfred Robertson is a financial advisor whose office is in Atlanta, Georgia. Currently a registered financial advisor at Park Avenue Securities LLC, they have accrued a notable 40 years of experience in the financial advisory industry. Robertson has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Robertson is able to advise customers based out of Georgia and North Carolina. Their career trajectory has included roles at Davis Agency, The Guardian Life Insurance Company, Park Avenue Securities LLC, Peachtree Planning Advisors, Inc, Park Avenue Securities, Peachtree Planning Corporation and Guardian Life Insurance. Park Avenue Securities LLC is headquartered in Atlanta, Georgia, and operates out of 86 offices throughout the country. As a registered investment firm, Park Avenue Securities LLC manages $3 billion in assets throughout 18,575 accounts and retains more than 1,708 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Park Avenue Securities LLC offers 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
Alfred Robertson Work History
Alfred has 40 years of experience.
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities LLC
Peachtree Planning Advisors, Inc
The Guardian Life Insurance Company
Peachtree Planning Corporation
Alfred Robertson has no disclosures.
Please visit their SEC profile for more details.