Keith
Taylor

Park Avenue Securities LLC

CRD#4304480
Investment Advisor
in Charlotte, NC
Are you Keith Taylor? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Keith Taylor is a chartered financial consultant who works out of Charlotte, North Carolina, who has been in the financial industry for 18 years. Taylor is an employee of Park Avenue Securities LLC. They have spent all of their employment at Park Avenue Securities Llc. Taylor maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Florida, Kansas, Missouri, Pennsylvania, Texas, Virginia, Georgia, Idaho, Iowa, North Carolina, Ohio and South Carolina. Park Avenue Securities LLC is a registered investment firm that has its headquarters in Charlotte, North Carolina. The company has offices in 86 locations and a total of 1,708 financial advisors. It handles $3 billion in total assets between its 18,575 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 77 charitable organizations. Of its 18,575 client accounts, 24% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management usually vary depending on which services are offered. However, fees charged by Park Avenue Securities LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

18 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

4201 Congress St Suite 295
Charlotte, NC 28209

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

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Keith Taylor Work History

Keith has 18 years of experience.

2000 - Present (19 years)

Park Avenue Securities

Disclosures

Keith Taylor has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started