Park Avenue Securities LLC
About this Advisor
Thomas Kerr is a chartered financial analyst based in Missoula, Montana, who has been in the advisory business for 26 years. Kerr is an employee of Park Avenue Securities LLC. During their career, the advisor has held roles at Reed Conner Birdwell, Agg Asset Management, LLC, Rocky Peak Capital Management, Sgl Investment Advisors, Guardian Life Insurance Company and Park Avenue Securities. Kerr holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California, Montana and Texas. Park Avenue Securities LLC is a registered investment business that has its headquarters in Missoula, Montana. The firm has offices in 86 locations and a total of 1,745 advisors. It handles $6 billion in assets under management across its 31,460 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 63 charitable organizations. Of its 31,460 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in assets. Park Avenue Securities LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely vary depending on the type of financial services. However, fee types billed by Park Avenue Securities LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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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
Thomas Kerr Work History
Thomas has 26 years of experience.
Guardian Life Insurance Company
Park Avenue Securities
Sgl Investment Advisors
Agg Asset Management, LLC
Rocky Peak Capital Management
Reed Conner Birdwell
Thomas Kerr has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
New York, NY
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