James
Mcgovern

Park Avenue Securities LLC

CRD#4626060
Investment Advisor
in Pittsburgh, PA

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About this Advisor

James Mcgovern is a certified financial planner and chartered financial consultant operating out of Pittsburgh, Pennsylvania with 18 years of industry experience. Mcgovern works at Park Avenue Securities LLC. Mcgovern has gained experience at Guardian Life Insurance Company Of America and Park Avenue Securities. Mcgovern holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Vermont, Virginia, Washington and West Virginia. Park Avenue Securities LLC is an advisory business that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 employees. It handles $10 billion in total assets among its 57,359 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 132 charities and foundations. Of its 57,359 customer accounts, 19% belong to high-net-worth clients who have more than $1 million in assets. Park Avenue Securities LLC has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Park Avenue Securities LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

18 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

Office Location

244 Blvd. Of Allies
Pittsburgh, PA 15222

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

PA Average: 88
Total Number of Accounts

57,359

PA Average: 3,892
Average Account Size

$172,819

PA Average: $1,917,921

Investment Advisory Services

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

James Mcgovern Work History

James has been registered as a financial advisor for 18 years.*

2003 - Present (21 years)

Park Avenue Securities

2002 - Present (22 years)

Guardian Life Insurance Company 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 James Mcgovern 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

Mark Loweree
Burbank, CA
Ashley Folkes
Birmingham, AL
Robert Armstrong
Charlotte, NC
Michael Radovich
Roslyn, NY
Chelsea Gottschling
Claremont, CA
Corwin Davidson
Liberty Hill, TX
William Roerden
Warwick, NY
Andrew Guyton
Portsmouth, NH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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