Park Avenue Securities LLC
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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
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
Norman Plotkin Work History
Norman has 18 years of experience.
Park Avenue Securities
Guardian Life Insurance Co
Norman Plotkin has disclosures.
Please visit their SEC profile for more details.