Alan
Bacharach

Park Avenue Securities LLC

CRD#3072969
Investment Advisor
in Portland, OR
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About this Advisor

Alan Bacharach is a chartered financial consultant who works out of Portland, Oregon, who has been in the financial industry for 20 years. Bacharach is an advisor for Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Insurance Co Of America and Park Avenue Securities LLC. Bacharach holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, Oregon, Colorado and Minnesota. Park Avenue Securities LLC is an advisory company that has its headquarters in Portland, Oregon. The company has offices in 86 locations and a total of 1,708 employees. It handles $3 billion in total assets across its 18,575 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 77 charities and foundations. Of its 18,575 accounts, 24% belong to high-net-worth investors who have greater than $1 million in assets. Park Avenue Securities LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services typically vary depending on which service is provided. However, fee types billed by Park Avenue Securities LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

200 Sw Market St Suite 1850
Portland, OR 97201

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

OR Average: $7,464,549,021
Total Number of Employees

1,777

OR Average: 88
Total Number of Accounts

25,160

OR Average: 3,892
Average Account Size

$159,876

OR Average: $1,917,921

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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

Alan Bacharach Work History

Alan has 20 years of experience.

1999 - Present (20 years)

Park Avenue Securities LLC

1998 - Present (21 years)

Guardian Life Insurance Co Of America

Disclosures

Alan Bacharach has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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