Lisa
Arnold

Park Avenue Securities LLC

CRD#6401486
Investment Advisor
in Atlanta, GA
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About this Advisor

Lisa Arnold is an advisor who lives in Atlanta, Georgia. Currently a registered advisor at Park Avenue Securities LLC, they have accumulated 12 years of professional experience in the financial advisory industry. Arnold maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Arnold is registered to serve clients based out of Alabama, Georgia, Ohio, California, Kansas and Michigan. Throughout their career, Arnold has worked at University Of Georgia, Guardian Life Insurance Co, Park Avenue Securities LLC, Turner Broadcasting and Liberty Mutual. Park Avenue Securities LLC is based out of Atlanta, Georgia, and operates out of 86 additional brick-and-mortar locations throughout the country. Overall, Park Avenue Securities LLC manages $3 billion in assets throughout 18,575 accounts and retains more than 1,708 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. 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 advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Park Avenue Securities LLC can provide financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

12 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

900 Ashwood Parkway Suite 400
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

Lisa Arnold Work History

Lisa has 12 years of experience.

2015 - Present (4 years)

Park Avenue Securities LLC

2013 - Present (6 years)

Guardian Life Insurance Co

2012 - 2013 (1 years)

University Of Georgia

2012 - 2012 (0 years)

Turner Broadcasting

2011 - 2012 (1 years)

University Of Georgia

2011 - 2011 (0 years)

Liberty Mutual

2006 - 2010 (4 years)

University Of Georgia

Disclosures

Lisa Arnold has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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