Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Nancy Garrison is a certified financial planner and chartered financial consultant whose office is in Austin, Texas. Currently a registered investment advisor at Park Avenue Securities LLC, Garrison has 10 years of work experience. Garrison holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Garrison is able to work with clients in Massachusetts, Texas and North Carolina. Garrison has gained experience at Northwestern Mutual, New York Life, Nylife Securities LLC and Eagle Strategies LLC. Park Avenue Securities LLC is headquartered in Austin, Texas, and operates out of 86 additional locations throughout the nation. As a registered investment advisory firm, Park Avenue Securities LLC oversees $3 billion in assets dispersed across 18,575 accounts and retains more than 1,708 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 15,111 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Park Avenue Securities LLC provides financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Park Avenue Securities LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Nancy Garrison Work History
Nancy has 10 years of experience.
Park Ave Securities
Hilton Garrison, LLC
New York Life
Nylife Securities LLC
Eagle Strategies LLC
Nancy Garrison has no disclosures.
Please visit their SEC profile for more details.