Donald
Beattie
Park Avenue Securities LLC
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About this Advisor
Donald Beattie is a certified financial planner operating in Austin, Texas, with a total of 11 years of financial industry experience. Beattie is on the advisory team at Park Avenue Securities LLC. Throughout their career, they have worked at Park Avenue Securities, Guardian Life Insurance Company Of America and Guardian Life Insurance. Beattie maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, Florida, Illinois, Wisconsin, Texas, California, Kentucky, Minnesota and North Dakota. Park Avenue Securities LLC is a registered investment firm that has its headquarters in Austin, Texas. The firm has offices in 86 locations and a total of 1,708 advisors. It has $3 billion in assets under management among its 18,575 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 77 charities and foundations. Of its 18,575 client accounts, 24% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Park Avenue Securities LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules usually depend on which services are provided. However, fees billed by Park Avenue Securities LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Park Avenue Securities LLC Brokerage Details
$3,404,649,231
1,708
18,575
$183,292
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Donald Beattie Work History
Donald has 11 years of experience.
Park Avenue Securities
Guardian Life Insurance
Guardian Life Insurance Company Of America
Park Avenue Securities
Disclosures
Donald Beattie has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.