Park Avenue Securities LLC
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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
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
Larry Plumb Work History
Larry has 43 years of experience.
Park Avenue Securities LLC
Guardian Life Ins Co
Larry Plubm Drill Design
Larry E. Plumb - Marching Band Services
Larry Plumb has no disclosures.
Please visit their SEC profile for more details.