William
Brincefield

Park Avenue Securities LLC

CRD#1510131
Investment Advisor
in Charlotte, NC
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About this Advisor

William Brincefield is a chartered financial consultant working in Charlotte, North Carolina, who has 37 years of professional experience. Brincefield is an advisor for Park Avenue Securities LLC. Brincefield has gained experience at Guardian Life Insurance Co. Of America, Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Park Avenue Securities and Guiardian Life Ins Co. Brincefield has a Series 63 license, qualifying them as a securities agent, and can operate in Minnesota and North Carolina. Park Avenue Securities LLC is a registered investment business based in Charlotte, North Carolina. The investment advisory business has offices in 86 locations and a total of 1,708 financial advisors. It administers $3 billion in assets between its 18,575 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 77 charitable organizations. Of its 18,575 client accounts, 24% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees depend on which services the firm provides the client. Fees charged by Park Avenue Securities LLC can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

37 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

401 North Tryon Street 10Th Floor
Charlotte, NC 28202

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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

William Brincefield Work History

William has 37 years of experience.

2013 - Present (6 years)

Park Avenue Securities

2013 - Present (6 years)

Guiardian Life Ins Co

1999 - Present (20 years)

Park Avenue Securities LLC

1997 - Present (22 years)

Guardian Life Insurance Co Of America

1981 - Present (38 years)

Guardian Life Insurance Co. Of America

Disclosures

William Brincefield has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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