Andrew
Brincefield

Park Avenue Securities LLC

CRD#4895187
Investment Advisor
in Charlotte, NC
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About this Advisor

Andrew Brincefield is a certified financial planner and chartered financial consultant operating in Charlotte, North Carolina, who has been in the financial industry for 14 years. Brincefield is an employee of Park Avenue Securities LLC. They have spent their complete career at Park Avenue Securities Llc. Brincefield has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Arizona, Texas, Wisconsin, North Carolina, South Carolina and Virginia. Park Avenue Securities LLC is an advisory company headquartered in Charlotte, North Carolina. The firm has offices in 86 locations and a total of 1,708 financial advisors. It administers $3 billion in assets under management among its 18,575 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 77 charitable organizations. Of its 18,575 accounts, 24% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Park Avenue Securities LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees usually are based on the type of services offered. Fees charged by Park Avenue Securities LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

401 North Tryon Street 10Th Floor
Charlotte, NC 28202

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$3,404,649,231

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

1,708

NC Average: 88
Total Number of Accounts

18,575

NC Average: 3,892
Average Account Size

$183,292

NC Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Andrew Brincefield Work History

Andrew has 14 years of experience.

2004 - Present (15 years)

Guardian Life Insurance Company

Disclosures

Andrew Brincefield has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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