Randall
Whitman

Park Avenue Securities LLC

CRD#5238356
Investment Advisor
in Brentwood, TN

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About this Advisor

Randall Whitman is a financial advisor based in Brentwood, Tennessee, working with Park Avenue Securities LLC. Randall has previously held positions at Guardian Life Insurance Company, Park Avenue Securities, and Peachtree Planning Of Tn. Randall has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Florida, Georgia, Indiana, Missouri, New Jersey, Ohio, Pennsylvania, Tennessee, Texas, Utah, and Virginia. Currently, Randall is part of Park Avenue Securities LLC, which operates out of Brentwood, 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, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

109 Westpark Dr Suite 150
Brentwood, TN 37027

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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

Randall Whitman Work History

2006 - Present (18 years)

Guardian Life Insurance Company

2006 - Present (18 years)

Park Avenue Securities

2006 - Present (18 years)

Peachtree Planning Of Tn

Disclosures

Please visit the SEC profile of Randall Whitman 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

Jordan Ceraso
Port Chester, NY
Roy Rasera
Portland, OR
Eric Rios
Belmar, NJ
Timothy Ayers
Belmar, NJ
Anthony Ryan
Austin, TX
Patrick Moore
Franklin, TN
Daniel Andreotta
Charlotte, NC
George Klima
Wayzata, MN

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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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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