Avery
Prkna

Verdence Capital Advisors, LLC

CRD#1572511
Investment Advisor
in Hunt Valley, MD

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About this Advisor

Avery Prkna is a financial advisor based in Hunt Valley, Maryland, working with Verdence Capital Advisors, LLC. Avery has previously held positions at Hightower Advisors, LLC, Hightower Securities, LLC, and Verdence Capital Advisors, LLC. Avery has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Avery is part of Verdence Capital Advisors, LLC, which operates out of Hunt Valley, Maryland. The firm has 4 offices and 47 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Verdence Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Schilling Road Suite 300
Hunt Valley, MD 21031

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Verdence Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$3,306,595,930

MD Average: $6,889,882,315
Total Number of Employees

47

MD Average: 45
Total Number of Accounts

6,146

MD Average: 765
Average Account Size

$538,008

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Avery Prkna Work History

2017 - Present (7 years)

Verdence Capital Advisors, LLC

2012 - 2017 (5 years)

Hightower Advisors, LLC

2012 - 2017 (5 years)

Hightower Securities, LLC

Disclosures

Please visit the SEC profile of Avery Prkna 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 Verdence Capital Advisors, LLC

Kai Kressman
Hunt Valley, MD
Brian Sabo
Hunt Valley, MD
Jason Edelson
Hunt Valley, MD
John Morgan
Hunt Valley, MD
Andrew Wright
Naples, FL
Nicholas Schiavone
Hunt Valley, MD
Ayaz Hasan
Hunt Valley, MD
Lucas Belanger
Hunt Valley, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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