Patrick
Galvin
Park Avenue Securities LLC
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About this Advisor
Patrick Galvin is a financial advisor based in Charlotte, North Carolina, working with Park Avenue Securities LLC. Patrick has previously held positions at Western Southern Life, W&S Brokerage Services, California Pizza Kitchen, J. Peters Bar & Grill, Jemko Petroleum Equipment, Primanti Brothers, Red Lobster, Guardian Life Insurance Company, and Park Avenue Securities. Patrick has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Patrick 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.
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Services Offered
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
Patrick Galvin Work History
Guardian Life Insurance Company
Park Avenue Securities
Western Southern Life
W&S Brokerage Services
California Pizza Kitchen
J. Peters Bar & Grill
Jemko Petroleum Equipment
Primanti Brothers
Red Lobster
Disclosures
Please visit the SEC profile of Patrick Galvin 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
Port Chester, NY
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, 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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