Park Avenue Securities LLC
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About this Advisor
William Inman is an investment advisor in Atlanta, Georgia. Currently a registered investment advisor with Park Avenue Securities LLC, Inman has 14 years of professional experience. Inman has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Inman is registered to serve investors based out of Alabama, Arkansas, California, Colorado, Florida, North Carolina, Ohio, Texas, Virginia, South Carolina, Georgia and Kansas. Their career trajectory has included roles at Guardian, Park Ave Securities and Berger & Oneal Insurance. Park Avenue Securities LLC is headquartered in Atlanta, Georgia, and has 86 other locations in the country. As an advisor firm, Park Avenue Securities LLC oversees $3 billion in assets dispersed across 18,575 client accounts and employs 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, in which the advisor makes investment decisions at their discretion. Currently 24% of the advisory firm's clients are high-net-worth individuals, meaning they have over $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 may charge clients 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
William Inman Work History
William has 14 years of experience.
Park Ave Securities
Berger & Oneal Insurance
William Inman has no disclosures.
Please visit their SEC profile for more details.