Joshua
Cobb

Park Avenue Securities LLC

CRD#2984674
Investment Advisor
in Atlanta, GA
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About this Advisor

Joshua Cobb is a certified financial planner based out of Atlanta, Georgia, with a total of 20 years of experience as a financial advisor. Cobb is on the advisory team at Park Avenue Securities LLC. During their career, the advisor has held roles at Guardian Life Insurance Co. Of America, Park Avenue Securities LLC and Peachtree Planning Corporation. Cobb holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Alabama, Mississippi, North Carolina, Ohio, Texas, Utah, Virginia, California, Colorado, Florida, Georgia, Louisiana, New Jersey and South Carolina. Park Avenue Securities LLC is a financial advisory firm headquartered in Atlanta, Georgia. It has offices in 86 locations and a total of 1,708 employees. It manages $3 billion in assets under management between its 18,575 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 77 charities and foundations. Of its 18,575 accounts, 24% belong to high-net-worth investors who have greater than $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees largely vary depending on the services offered. Fee types charged by Park Avenue Securities LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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

5040 Roswell Road
Atlanta, GA 30342

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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

Joshua Cobb Work History

Joshua has 20 years of experience.

1999 - Present (20 years)

Guardian Life Insurance Co. Of America

1999 - Present (20 years)

Park Avenue Securities LLC

1998 - Present (21 years)

Peachtree Planning Corporation

Disclosures

Joshua Cobb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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