Park Avenue Securities LLC
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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
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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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.
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.