James
Leatherman

Park Avenue Securities LLC

CRD#2396180
Investment Advisor
in Alexandria, LA

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About this Advisor

James Leatherman is a financial advisor based in Alexandria, Louisiana with 8 years of industry experience. Leatherman is on the advisory team at Park Avenue Securities LLC. Over the course of their career, they have held roles at Leatherman Insurance Agency, The Guardian Life Insurance Company, Park Avenue Securities LLC, Massmutual Life Insurance Company and Mml Investors Services, LLC. Leatherman holds a Series 63 license, qualifying them as a securities representative, and is registered to work in Louisiana. Park Avenue Securities LLC is a financial advisory business based out of New York, NY. The company has offices in 385 locations and a total of 1,825 people on staff. It handles $10 billion in assets across its 57,359 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 132 charities and foundations. Of its 57,359 client accounts, 19% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is provided. However, fees billed by Park Avenue Securities LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

8 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

Office Location

3848 Independence Drive Suite B
Alexandria, LA 71303

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

LA Average: $7,464,549,021
Total Number of Employees

1,825

LA Average: 88
Total Number of Accounts

57,359

LA Average: 3,892
Average Account Size

$172,819

LA Average: $1,917,921

Investment Advisory Services

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

James Leatherman Work History

James has been registered as a financial advisor for 8 years.*

2023 - Present (1 year)

Massmutual Life Insurance Company

2023 - Present (1 year)

Mml Investors Services, LLC

1990 - Present (34 years)

The Guardian Life Insurance Company

1987 - Present (37 years)

Leatherman Insurance Agency

1999 - 2022 (23 years)

Park Avenue Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Leatherman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Andrew Matthieson
Alpharetta, GA
Robert Armstrong
Charlotte, NC
Chelsea Gottschling
Claremont, CA
William Roerden
Warwick, NY
Sonia Cantrell
Bethlehem, PA
Bartosz Warzycha
Columbus, OH
Anthony Letizia
New York, NY
Benjamin Decker
Mount Pleasant, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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