Donald
Goodwin

Park Avenue Securities LLC

CRD#7475788
Investment Advisor
in Addison, TX

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About this Advisor

Donald Goodwin is a financial advisor based in Addison, Texas, working with Park Avenue Securities LLC. Donald has previously held positions at Dg23 Fitness, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Guardian Life Insurance Company, and Park Avenue Securities. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Minnesota, and Texas. Currently, Donald is part of Park Avenue Securities LLC, which operates out of Addison, 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 63, Series 65

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

15303 North Dallas Parkway Tower Ii Suite 550
Addison, TX 75001

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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

Donald Goodwin Work History

2024 - Present (1 year)

Guardian Life Insurance Company

2024 - Present (1 year)

Park Avenue Securities

2024 - Present (1 year)

Guardian Life Insurance Company

2024 - Present (1 year)

Park Avenue Securities

2004 - Present (21 years)

Dg23 Fitness

2023 - 2023 (< 1 year)

Northwestern Mutual Wealth Management Company

2022 - 2023 (1 year)

Northwestern Mutual Life Insurance Company

2022 - 2023 (1 year)

Northwestern Mutual Investment Services LLC

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Disclosures

Please visit the SEC profile of Donald Goodwin 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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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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