Lester
Inniss

Park Avenue Securities LLC

CRD#7002341
Investment Advisor
in Houston, TX

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About this Advisor

Lester Inniss is a financial advisor based in Houston, Texas, working with Park Avenue Securities LLC. Lester has previously held positions at Northwestern Mutual Life Insurance Company, Citadel LLC, Healthmarkets Insurance Agency, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Guardian Life Insurance Company, and Park Avenue Securities. Lester has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Colorado, Illinois, Michigan, New Hampshire, and Texas. Currently, Lester 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 65, Series 63

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

Lester Inniss Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2022 - Present (2 years)

Guardian Life Insurance Company

2022 - Present (2 years)

Park Avenue Securities

2020 - 2022 (2 years)

Northwestern Mutual Wealth Management Company

2018 - 2022 (4 years)

Northwestern Mutual Life Insurance Company

2018 - 2022 (4 years)

Healthmarkets Insurance Agency

2018 - 2022 (4 years)

Northwestern Mutual Investment Services LLC

2013 - 2017 (4 years)

Citadel LLC

Disclosures

Please visit the SEC profile of Lester Inniss 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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