Robert
Holmes

Park Avenue Securities LLC

CRD#249056
Investment Advisor
in Charlotte, NC
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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

Series 63, Chartered Financial Consultant

Years of Experience

11 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

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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

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Investment Advisory Services

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

Robert Holmes Work History

Robert has 11 years of experience.

2013 - Present (6 years)

Guardian Life Ins

2013 - Present (6 years)

Park Avenue Securities

2007 - 2013 (6 years)

New England Securities

Disclosures

Robert Holmes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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