Larry
Plumb

Park Avenue Securities LLC

CRD#1141590
Investment Advisor
in Portland, OR
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About this Advisor

Larry Plumb is a certified financial planner located in Portland, Oregon. Currently a registered financial advisor with Park Avenue Securities LLC, Plumb has a notable 43 years of practice in the financial advisory industry. Plumb has a Series 63 license, which certifies the advisor as a securities representative. Plumb can serve customers based out of Oregon. Their career trajectory has included roles at Larry E. Plumb - Marching Band Services, Larry Plubm Drill Design, Park Avenue Securities LLC and Guardian Life Ins Co. Park Avenue Securities LLC is based out of Portland, Oregon, and has 86 additional offices in the United States. As a registered investment advisory firm, Park Avenue Securities LLC manages $3 billion in assets dispersed across 18,575 accounts and employs more than 1,708 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 15,111 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Park Avenue Securities LLC can provide 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, Certified Financial Planner

Years of Experience

43 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

Larry Plumb Work History

Larry has 43 years of experience.

1999 - Present (20 years)

Park Avenue Securities LLC

1994 - Present (25 years)

Guardian Life Ins Co

1977 - Present (42 years)

Larry Plubm Drill Design

1975 - Present (44 years)

Larry E. Plumb - Marching Band Services

Disclosures

Larry Plumb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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