Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Park Avenue Securities LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- 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.