Matthew
Lipscomb

Park Avenue Securities LLC

CRD#2433752
Investment Advisor
in Atlanta, GA
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About this Advisor

Matthew Lipscomb is a chartered financial consultant who works in Atlanta, Georgia, who has been in the industry for 26 years. Lipscomb is currently employed by Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Insurance Company and Park Avenue Securities LLC. Lipscomb holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama, Arizona, Maryland, North Carolina, Ohio, Wisconsin, Virginia, Colorado, Florida, Georgia, Massachusetts, Missouri, South Carolina and Texas. Park Avenue Securities LLC is a financial advisory firm that has its headquarters in Atlanta, Georgia. It has offices in 86 locations and a total of 1,708 advisors. It oversees $3 billion in assets under management among its 18,575 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 77 charitable organizations. Of its 18,575 accounts, 24% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually depend on the type of financial services offered. However, fee types billed by Park Avenue Securities LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

26 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

Matthew Lipscomb Work History

Matthew has 26 years of experience.

1999 - Present (20 years)

Park Avenue Securities LLC

1992 - Present (27 years)

Guardian Life Insurance Company

Disclosures

Matthew Lipscomb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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