Cody
Becker

Park Avenue Securities LLC

CRD#7173545
Investment Advisor
in Memphis, TN

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About this Advisor

Cody Becker is a financial advisor based in Memphis, Tennessee, working with Park Avenue Securities LLC. Cody has previously held positions at Ameriprise Financial Services, LLC, Badger Liquor Co, Business Lending Group, LLC, Verve, A Credit Union, St. Norbert College, Guardian Life Insurance Company, and Park Avenue Securities. Cody has passed the Series 66 regulatory exam and is registered to provide services in Georgia, Mississippi, North Carolina, South Carolina, Tennessee, and Wisconsin. Currently, Cody is part of Park Avenue Securities LLC, which operates out of Memphis, Tennessee. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

6060 Primacy Pkwy Suite 175
Memphis, TN 38119

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

TN Average: 88
Total Number of Accounts

62,811

TN Average: 3,892
Average Account Size

$189,164

TN 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

Cody Becker Work History

2023 - Present (1 year)

Guardian Life Insurance Company

2023 - Present (1 year)

Park Avenue Securities

2022 - 2023 (1 year)

Ameriprise Financial Services, LLC

2019 - 2022 (3 years)

Ameriprise Financial Services, LLC

2018 - 2019 (1 year)

Verve, A Credit Union

2017 - 2018 (1 year)

Business Lending Group, LLC

2015 - 2017 (2 years)

Badger Liquor Co

2011 - 2015 (4 years)

St. Norbert College

Disclosures

Please visit the SEC profile of Cody Becker 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

Daniel Andreotta
Charlotte, NC
Trevor Mcnally
Port Chester, NY
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Marc Merber
Garden City, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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