Park Avenue Securities LLC
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About this Advisor
Trevor Anderson is a certified financial planner working out of Austin, Texas, who has 15 years in the industry. Anderson is on the advisory team at Park Avenue Securities LLC. The advisor has gained experience at New England Financial, United Supermarkets, Jason'S Deli, International Bank Of Commerce, Full Time Student, Cetera, Cetera Advisor Networks, Guardian Life Ins and Park Avenue Securities. Anderson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arkansas, Oklahoma, Texas and Colorado. Park Avenue Securities LLC is an advisory firm that has its headquarters in Austin, Texas. It has offices in 86 locations and a total of 1,708 advisors. It controls $3 billion in assets under management among its 18,575 accounts, placing it among the largest firms in the country by assets under management. The firm serves 77 charitable organizations. Of its 18,575 customer accounts, 24% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees usually are based on which services the firm provides the client. Fee types charged by Park Avenue Securities LLC most likely are comprised of some blend of 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
- Selection of other advisers
- Educational seminars/workshops
Trevor Anderson Work History
Trevor has 15 years of experience.
Park Avenue Securities
Guardian Life Ins
Cetera Advisor Networks
New England Financial
International Bank Of Commerce
New England Financial
Full Time Student
Trevor Anderson has no disclosures.
Please visit their SEC profile for more details.