William
Miller

Park Avenue Securities LLC

CRD#2469206
Investment Advisor
in Charlotte, NC
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About this Advisor

William Miller is an advisor in Charlotte, North Carolina. Currently an advisor with Park Avenue Securities LLC, Miller has 10 years of practice as a financial advisor. Miller has Series 63 and Series 66 licenses, designating them as a securities representative. Miller is registered to operate in North Carolina and South Carolina. Miller has gained experience at Park Avenue Securities and Guardian Life Ins Co Of America. Park Avenue Securities LLC is based out of Charlotte, North Carolina, and has 86 locations in the country. Overall, Park Avenue Securities LLC oversees $3 billion in assets throughout 18,575 client accounts and employs more than 1,708 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Park Avenue Securities LLC offers 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, Series 66, Chartered Financial Consultant

Years of Experience

10 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

William Miller Work History

William has 10 years of experience.

2008 - Present (11 years)

Park Avenue Securities

2008 - Present (11 years)

Guardian Life Ins Co Of America

Disclosures

William Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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