Alan
Bacharach
Park Avenue Securities LLC
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About this Advisor
Alan Bacharach is a chartered financial consultant working in Portland, Oregon with 11 years of industry experience. Bacharach currently works for Park Avenue Securities LLC. Over the course of their career, Bacharach has held roles at Guardian Life Insurance Co Of America and Park Avenue Securities LLC. Bacharach maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Colorado, Louisiana, Massachusetts, Oregon and Washington. Park Avenue Securities LLC is a firm operating out of New York, NY. It has offices in 385 locations and a total of 1,825 financial advisors. It has $10 billion in total assets among its 57,359 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 57,359 client accounts, 19% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fees billed by Park Avenue Securities LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Alan Bacharach Work History
Alan has been registered as a financial advisor for 11 years.*
Park Avenue Securities LLC
Guardian Life Insurance Co Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alan Bacharach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Avenue Securities LLC
Portsmouth, NH
Columbus, OH
Warwick, NY
Allentown, PA
Bethlehem, PA
Buffalo, NY
Mount Pleasant, SC
Claremont, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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