Alfred
Robertson

Park Avenue Securities LLC

CRD#1271974
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

40 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1117 Perimeter Center W Suite W101
Atlanta, GA 30338

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

GA Average: 88
Total Number of Accounts

25,160

GA Average: 3,892
Average Account Size

$159,876

GA Average: $1,917,921

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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.

2016 - Present (3 years)

Park Avenue Securities

2016 - Present (3 years)

Guardian Life Insurance

1999 - Present (20 years)

Peachtree Planning Advisors, Inc

1995 - Present (24 years)

Peachtree Planning Corporation

1978 - Present (41 years)

Davis Agency

1999 - 2016 (17 years)

Park Avenue Securities LLC

1995 - 2016 (21 years)

The Guardian Life Insurance Company

Disclosures

Alfred Robertson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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