Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Park Avenue Securities LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Cp Advisory Services, Inc
David Taylor has no disclosures.
Please visit their SEC profile for more details.