Courtney
Crenshaw

Park Avenue Securities LLC

CRD#4398039
Investment Advisor
in Houston, TX

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About this Advisor

Courtney Crenshaw is a financial advisor based in Houston, Texas, working with Park Avenue Securities LLC. Courtney has previously held positions at New York Life, Guardian Life Insurance Company, and Park Avenue Securities LLC. Courtney has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Courtney is part of Park Avenue Securities LLC, which operates out of Houston, Texas. 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

3040 Post Oak Blvd Suite 1150
Houston, TX 77056

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

TX Average: 88
Total Number of Accounts

62,811

TX Average: 3,892
Average Account Size

$189,164

TX 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

Courtney Crenshaw Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities LLC

2013 - Present (11 years)

New York Life

Disclosures

Please visit the SEC profile of Courtney Crenshaw 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
George Klima
Wayzata, MN
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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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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