Genie
Theimer

Park Avenue Securities LLC

CRD#1034167
Investment Advisor
in Charlotte, NC
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About this Advisor

Genie Theimer is a financial advisor located in Charlotte, North Carolina. Currently an advisor with Park Avenue Securities LLC, Theimer has 13 years of practice in the financial advisory industry. Theimer maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Theimer can work with clients based out of Florida, South Carolina, Georgia and North Carolina. Over the course of their career, they have held roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC is based out of Charlotte, North Carolina, and operates out of 86 other offices throughout the United States. As a registered investment advisory firm, Park Avenue Securities LLC manages $3 billion in assets throughout 18,575 client accounts and employs more than 1,708 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 15,111 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Park Avenue Securities LLC can provide financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

13 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

Disclosures

Yes

Office Location

4201 Congress St Suite 295
Charlotte, NC 28209

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

NC Average: 88
Total Number of Accounts

25,160

NC Average: 3,892
Average Account Size

$159,876

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

Genie Theimer Work History

Genie has 13 years of experience.

2005 - Present (14 years)

Guardian Life Insurance Company

2005 - Present (14 years)

Park Avenue Securities

2013 - 2016 (3 years)

Park Avenue Securities

2013 - 2016 (3 years)

Guardian Life Insurance Company

Disclosures

Genie Theimer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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