Norman
Plotkin

Park Avenue Securities LLC

CRD#1709916
Investment Advisor
in Atlanta, GA
Are you Norman Plotkin? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Norman Plotkin is an advisor based in Atlanta, Georgia. Currently an advisor with Park Avenue Securities LLC, they have accrued 18 years of professional experience. Plotkin holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Plotkin is registered to work with customers in Georgia and North Carolina. During their career, the advisor has held roles at Guardian Life Insurance Co and Park Avenue Securities. Park Avenue Securities LLC is headquartered in Atlanta, Georgia, and operates out of 86 brick-and-mortar locations in the country. In aggregate, Park Avenue Securities LLC oversees $3 billion in assets dispersed across 18,575 client accounts and retains more than 1,708 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Park Avenue Securities LLC offers 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 63, Series 65, Chartered Financial Consultant

Years of Experience

18 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

Yes

Office Location

900 Ashwood Parkway Suite 400
Atlanta, GA 30338

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Norman Plotkin Work History

Norman has 18 years of experience.

2001 - Present (18 years)

Park Avenue Securities

2000 - Present (19 years)

Guardian Life Insurance Co

Disclosures

Norman Plotkin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started