Park Avenue Securities LLC
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About this Advisor
Stephen Norris is a certified financial planner, chartered financial consultant and chartered financial analyst working in Charlotte, North Carolina, who has been in the financial industry for 10 years. Norris is an advisor for Park Avenue Securities LLC. Their career trajectory has included roles at Park Avenue Securities and Consolidated Planning. Norris has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Park Avenue Securities LLC is a business headquartered in Charlotte, North Carolina. The firm has offices in 86 locations and a total of 1,708 employees. It has $3 billion in total assets across its 18,575 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 77 charitable organizations. Of its 18,575 client accounts, 24% are associated with high-net-worth clients who have at least $1 million in investable assets. Park Avenue Securities LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees usually depend on which services the firm provides the client. However, fees charged by Park Avenue Securities LLC most likely are comprised of 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
Stephen Norris Work History
Stephen has 10 years of experience.
Park Avenue Securities
Stephen Norris has no disclosures.
Please visit their SEC profile for more details.