William
Inman

Park Avenue Securities LLC

CRD#5644507
Investment Advisor
in Atlanta, GA
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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

Series 66, Chartered Financial Consultant

Years of Experience

14 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

No

Office Location

900 Ashwood Parkway Suite 400
Atlanta, GA 30338

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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

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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.

2008 - Present (11 years)

Guardian

2008 - Present (11 years)

Park Ave Securities

2004 - 2008 (4 years)

Berger & Oneal Insurance

Disclosures

William Inman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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