Willie
Pousada
Park Avenue Securities LLC
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About this Advisor
Willie Pousada is a financial advisor who works in Mckinney, Texas with 4 years of relevant experience. Pousada is an advisor for Park Avenue Securities LLC. Over the course of their career, they have held roles at Park Avenue Securities LLC, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Guardian Life Insurance, Park Avenue Securities and Guardian Life Insurance Company. Pousada maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Montana and Texas. Park Avenue Securities LLC is a financial advisory company operating out of New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It oversees $10 billion in assets under management across its 57,359 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 57,359 client accounts, 19% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management are based on which service is offered. However, fees billed by Park Avenue Securities LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Willie Pousada Work History
Willie has been registered as a financial advisor for 4 years.*
Guardian Life Insurance
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities
Park Avenue Securities, LLC
Park Avenue Securities
Guardian Life Insurance Company
Guardian Life Insurance Co Of America
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Park Avenue Securities LLC
Guardian Life Insurance Co Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Willie Pousada to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Avenue Securities LLC
Paramus, NJ
Bethlehem, PA
Alpharetta, GA
Allentown, PA
Buffalo, NY
Cincinnati, OH
New York, NY
Mount Pleasant, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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