Gavin
Finnical
Park Avenue Securities LLC
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About this Advisor
Gavin Finnical is a financial advisor based in Charlotte, North Carolina, working with Park Avenue Securities LLC. Gavin has previously held positions at Equitable Advisors, LLC, Mccormick & Shmicks, Roger Carter Community Center, Brick Bodies, Cheryvale Liquors, Office Of Purchasing Baltimore County, Americas Best Value Inn, Lpl Financial, Evolution Craft Brewing Company, Nylife Securities, LLC, New York Life Insurance Company, Guardian Life Insurance Company, and Park Avenue Securities. Gavin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama, Maryland, Michigan, Montana, New Jersey, North Carolina, Pennsylvania, and Texas. Currently, Gavin is part of Park Avenue Securities LLC, which operates out of Charlotte, North Carolina. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Gavin Finnical Work History
Guardian Life Insurance Company
Park Avenue Securities
Nylife Securities, LLC
New York Life Insurance Company
Equitable Advisors, LLC
Mccormick & Shmicks
Lpl Financial
Evolution Craft Brewing Company
Cheryvale Liquors
Office Of Purchasing Baltimore County
Americas Best Value Inn
Brick Bodies
Roger Carter Community Center
Disclosures
Please visit the SEC profile of Gavin Finnical to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Avenue Securities LLC
Charlotte, NC
Greensboro, NC
Las Vegas, NV
Austin, TX
Houston, TX
Port Chester, NY
West Palm Beach, FL
Irvine, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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