Danniele
Barker
Park Avenue Securities LLC
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About this Advisor
Danniele Barker is a financial advisor who works in Jackson, Mississippi with a total of 5 years of relevant experience. Barker is an employee of Park Avenue Securities LLC. Throughout their career, Barker has worked at Northwestern Investment Services LLC, Lee M. Fortenberry, Lee Fortenberrry, Northwestern Mutual Investment Services, LLC, Steven Dugal, Park Avenue Securities, Guardian Life Insurance, Guardian Life Insurance Co Of America and Park Avenue Securities, LLC. Barker maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Florida and Mississippi. Park Avenue Securities LLC is an advisory company headquartered in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 employees. It oversees $10 billion in assets under management between its 57,359 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 57,359 customer accounts, 19% are associated with high-net-worth investors who have greater than $1 million in investable assets. Park Avenue Securities LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which services are offered. However, fees charged by Park Avenue Securities LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Danniele Barker Work History
Danniele has been registered as a financial advisor for 5 years.*
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities, LLC
Guardian Life Insurance Co Of America
Steven Dugal
Lee Fortenberrry
Northwestern Mutual Investment Services, LLC
Northwestern Investment Services LLC
Lee M. Fortenberry
*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 Danniele Barker 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
Portsmouth, NH
Bethlehem, PA
Warwick, NY
Port Chester, NY
Cincinnati, OH
Mount Pleasant, SC
Allentown, PA
Liberty Hill, TX
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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