Park Avenue Securities LLC
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About this Advisor
Robert Scholes is a certified financial planner in Raleigh, North Carolina. Currently a registered investment advisor with Park Avenue Securities LLC, Scholes has 10 years of experience as an investment advisor. Scholes maintains a Series 63 license, certifying the advisor as a securities broker. Scholes is registered to advise investors in Georgia, North Carolina and South Carolina. Throughout their career, Scholes has worked at Southeastern Baptist Theological Seminary, Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC is headquartered in Raleigh, North Carolina, and has 86 additional offices in the nation. As a registered advisory firm, Park Avenue Securities LLC oversees $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 makes it one of the biggest firms in the country. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have more 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
- Educational seminars/workshops
Robert Scholes Work History
Robert has 10 years of experience.
Guardian Life Insurance Company
Park Avenue Securities
Southeastern Baptist Theological Seminary
Robert Scholes has no disclosures.
Please visit their SEC profile for more details.