Nancy
Garrison

Park Avenue Securities LLC

CRD#1740028
Investment Advisor
in Austin, TX
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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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

901 South Mopac Expressway Barton Oaks Plaza Four Ste 150
Austin, TX 78746

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$3,404,649,231

TX Average: $7,464,549,021
Total Number of Employees

1,708

TX Average: 88
Total Number of Accounts

18,575

TX Average: 3,892
Average Account Size

$183,292

TX Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Nancy Garrison Work History

Nancy has 10 years of experience.

2015 - Present (4 years)

Park Ave Securities

2015 - Present (4 years)

Guardian

2014 - Present (5 years)

Hilton Garrison, LLC

2013 - 2015 (2 years)

New York Life

2013 - 2015 (2 years)

Nylife Securities LLC

2013 - 2015 (2 years)

Eagle Strategies LLC

2011 - 2013 (2 years)

Northwestern Mutual

2011 - 2013 (2 years)

Northwestern Mutual

2009 - 2011 (2 years)

Northwestern Mutual

2009 - 2011 (2 years)

Northwestern Mutual

2008 - 2013 (5 years)

Northwestern Mutual

2008 - 2009 (1 years)

Northwestern Mutual

2008 - 2009 (1 years)

Northwestern Mutual

Disclosures

Nancy Garrison has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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