Park Avenue Securities LLC
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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
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
Matthew Lipscomb Work History
Matthew has 26 years of experience.
Park Avenue Securities LLC
Guardian Life Insurance Company
Matthew Lipscomb has no disclosures.
Please visit their SEC profile for more details.