Andrew
Link

Park Avenue Securities LLC

CRD#1281648
Investment Advisor
in Missoula, MT

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About this Advisor

Andrew Link is a chartered financial consultant who works out of Missoula, Montana, who has 34 years in the industry. Link works at Park Avenue Securities LLC. Their career trajectory has included roles at Park Avenue Securities LLC and The Guardian Life Insurance Company. Link maintains a Series 63 license, which qualifies them as a securities broker, and can serve investors in Arizona and Montana. Park Avenue Securities LLC is a registered investment company headquartered in Missoula, Montana. The firm has offices in 86 locations and a total of 1,745 financial advisors. It oversees $6 billion in total assets between its 31,460 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 63 charitable organizations. Of its 31,460 client accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is provided. However, fee types charged by Park Avenue Securities LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

34 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

1014 South Ave. W. Suite A
Missoula, MT 59801

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$5,705,775,495

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

1,745

MT Average: 88
Total Number of Accounts

31,460

MT Average: 3,892
Average Account Size

$181,366

MT 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

Andrew Link Work History

Andrew has 34 years of experience.

1999 - Present (22 years)

Park Avenue Securities LLC

1986 - Present (35 years)

The Guardian Life Insurance Company

Disclosures

Andrew Link has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Cyriac Abraham
Harris, TX
Jennifer Hosch
Atlanta, GA
Laurence Bransgrove
New York, NY
Philemon Kang
San Ramon, CA
Spencer Friedman
New York, NY
Shannon Burgess
Greenville, SC
Paul Dickens
Katy, TX
Zachary Allen
Columbus, OH

This content was compiled from the SEC and FINRA.

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