Daniel
Mills
Park Avenue Securities LLC
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About this Advisor
Daniel Mills is a financial advisor operating in Brentwood, Tennessee who has 3 years of relevant experience. Mills is an employee of Park Avenue Securities LLC. During their career, Mills has held roles at Park Avenue Securities, Guardian Life Insurance Company, Principal Life Insurance Company, Princor Financial Services Corporation, Pruco Securities, LLC and The Prudential Insurance Company Of America. Mills holds a Series 63 license, designating them as a securities broker, and is approved to work in Tennessee. Park Avenue Securities LLC is a registered investment business that has its headquarters in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 advisors. It controls $10 billion in total assets among its 57,359 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 57,359 client accounts, 19% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types charged by Park Avenue Securities LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Daniel Mills Work History
Daniel has been registered as a financial advisor for 3 years.*
Park Avenue Securities
Guardian Life Insurance Company
Pruco Securities, LLC
The Prudential Insurance Company Of America
Princor Financial Services Corporation
Principal Life Insurance Company
*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 Daniel Mills 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
Bethlehem, PA
Englewood, CO
Port Chester, NY
New York, NY
Buffalo, NY
Allentown, PA
Liberty Hill, TX
Claremont, CA
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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