Park Avenue Securities LLC
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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
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
William Miller Work History
William has 10 years of experience.
Park Avenue Securities
Guardian Life Ins Co Of America
William Miller has no disclosures.
Please visit their SEC profile for more details.