Park Avenue Securities LLC

Investment Advisor
in Charlotte, NC
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About this Advisor

David Taylor is a financial advisor whose office is in Charlotte, North Carolina. Currently an investment advisor at Park Avenue Securities LLC, Taylor has an impressive 29 years of experience in the financial advisory industry. Taylor maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Taylor is able to work with investors based out of Alaska, Colorado, Indiana, Maryland, Massachusetts, Missouri, Nevada, Virginia, California, Connecticut, Washington, D.C., Florida, Georgia, Illinois, North Carolina, South Carolina and Washington. During their career, the advisor has held roles at Park Avenue Securities LLC, Guardian Life Insurance Co Of America and Cp Advisory Services, Inc. Park Avenue Securities LLC is headquartered in Charlotte, North Carolina, and operates out of 86 additional brick-and-mortar locations across the United States. As a company, Park Avenue Securities LLC manages $3 billion in assets throughout 18,575 client accounts and employs more than 1,708 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Park Avenue Securities LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

29 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



Office Location

4201 Congress St Suite 295
Charlotte, NC 28209

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management


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


NC Average: 88
Total Number of Accounts


NC Average: 3,892
Average Account Size


NC 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

David Taylor Work History

David has 29 years of experience.

2013 - Present (6 years)

Guardian Life Insurance Co Of America

1999 - Present (20 years)

Park Avenue Securities LLC

1989 - Present (30 years)

Cp Advisory Services, Inc


David Taylor has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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