Park Avenue Securities LLC
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About this Advisor
Robert Holmes is a financial advisor based in Charlotte, North Carolina. Currently an investment advisor at Park Avenue Securities LLC, Holmes has 11 years of experience as an investment advisor. Holmes has a Series 63 license, certifying them as a securities broker. Holmes is registered to work with clients based out of North Carolina, Virginia and South Carolina. Over the course of their career, Holmes has held roles at New England Securities, Guardian Life Ins and Park Avenue Securities. Park Avenue Securities LLC is located in Charlotte, North Carolina, and has 86 additional offices across the country. Overall, Park Avenue Securities LLC manages $3 billion in assets across 18,575 accounts and employs more than 1,708 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Park Avenue Securities LLC provides financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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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
Robert Holmes Work History
Robert has 11 years of experience.
Guardian Life Ins
Park Avenue Securities
New England Securities
Robert Holmes has no disclosures.
Please visit their SEC profile for more details.