Trevor
Anderson

Park Avenue Securities LLC

CRD#5949206
Investment Advisor
in Austin, TX
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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

Series 66, Certified Financial Planner

Years of Experience

15 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

Trevor Anderson Work History

Trevor has 15 years of experience.

2015 - Present (4 years)

Park Avenue Securities

2014 - Present (5 years)

Guardian Life Ins

2013 - 2014 (1 years)

Cetera Advisor Networks

2012 - 2012 (0 years)

New England Financial

2012 - 2012 (0 years)

International Bank Of Commerce

2012 - 2014 (2 years)

Cetera

2011 - 2011 (0 years)

New England Financial

2009 - 2010 (1 years)

Jason'S Deli

2004 - 2009 (5 years)

United Supermarkets

2003 - 2011 (8 years)

Full Time Student

Disclosures

Trevor Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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