Charles
Floeckher
Park Avenue Securities LLC
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About this Advisor
Charles Floeckher is a financial advisor based in Middleton, Massachusetts, working with Park Avenue Securities LLC. Charles has previously held positions at Waddell & Reed, Various Ins Carriers For W&R, Nylife Securities LLC, New York Life Insurance Co, Eagle Strategies LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Everquote, Inc, Citizens Securities, Inc, Guardian Life Insurance Company, and Park Avenue Securities. Charles has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, District of Columbia, Maryland, Massachusetts, New Hampshire, New Jersey, North Carolina, Oregon, Pennsylvania, Rhode Island, Vermont, and Washington. Currently, Charles is part of Park Avenue Securities LLC, which operates out of Middleton, Massachusetts. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 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, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Charles Floeckher Work History
Guardian Life Insurance Company
Park Avenue Securities
Everquote, Inc
Citizens Securities, Inc
Mass Mutual Life Insurance Company
Mml Investors Services
Eagle Strategies LLC
Waddell & Reed
Various Ins Carriers For W&R
Nylife Securities LLC
New York Life Insurance Co
Disclosures
Please visit the SEC profile of Charles Floeckher 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
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Belmar, NJ
Las Vegas, NV
Austin, TX
Houston, TX
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West Palm Beach, FL
Irvine, CA
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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