Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Samuel Davis is an advisor in Atlanta, Georgia. Currently a registered investment advisor with Park Avenue Securities LLC, they have accrued an impressive 37 years of work experience in the financial advisory industry. Davis maintains a Series 63 license, certifying them as a securities broker. Davis is able to advise customers based out of Alabama, South Carolina and Georgia. Over the course of their career, Davis has held roles at Park Avenue Securities LLC and Guardian Life Insurance Company. Park Avenue Securities LLC is located in Atlanta, Georgia, and operates out of 86 additional offices across the nation. As a company, Park Avenue Securities LLC oversees $3 billion in assets throughout 18,575 accounts and employs more than 1,708 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. 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 investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Park Avenue Securities LLC provides 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
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Samuel Davis Work History
Samuel has 37 years of experience.
Park Avenue Securities LLC
Guardian Life Insurance Company
Samuel Davis has no disclosures.
Please visit their SEC profile for more details.