Mark
Connely
Park Avenue Securities LLC
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About this Advisor
Mark Connely is a financial advisor based in Houston, Texas, working with Park Avenue Securities LLC. Mark has previously held positions at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Park Avenue Securities, and Guardian Life Insurance Company. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Currently, Mark 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
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Mark Connely Work History
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities LLC
Guardian Life Insurance Co Of America
Disclosures
Please visit the SEC profile of Mark Connely 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
Charlotte, NC
Greensboro, NC
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, NY
West Palm Beach, FL
Irvine, CA
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