Lois
Weinberg

Park Avenue Securities LLC

CRD#4183520
Investment Advisor
in Charlotte, NC
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About this Advisor

Lois Weinberg is a certified financial planner and chartered financial analyst based in Charlotte, North Carolina, who has been in the financial industry for 16 years. Weinberg currently works for Park Avenue Securities LLC. The advisor has gained experience at Wachovia Securities, Inc, Guardian Life Insurance Company, Park Avenue Securities LLC and C. P. Advisory Services Inc. Weinberg has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Georgia, Texas, Illinois, Indiana, South Carolina and North Carolina. Park Avenue Securities LLC is a registered investment company that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in 86 locations and a total of 1,708 people on staff. It administers $3 billion in total assets among its 18,575 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 77 charities and foundations. Of its 18,575 accounts, 24% are held by high-net-worth investors who have at least $1 million in assets. Park Avenue Securities LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors depend on the financial services offered. However, fee types charged by Park Avenue Securities LLC likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

16 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

No

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

Lois Weinberg Work History

Lois has 16 years of experience.

2003 - Present (16 years)

Guardian Life Insurance Company

2003 - Present (16 years)

Park Avenue Securities LLC

2003 - Present (16 years)

C. P. Advisory Services Inc

2002 - Present (17 years)

Wachovia Securities, Inc

Disclosures

Lois Weinberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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