David
Watson

Park Avenue Securities LLC

CRD#6227058
Investment Advisor
in Reston, VA

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About this Advisor

David Watson is a financial advisor based in Reston, Virginia, working with Park Avenue Securities LLC. David has previously held positions at Park Ave Securities, Guardian Life Insurance Of America, Guardian Life Insurance Company, and Park Avenue Securities. David has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Colorado, Delaware, District of Columbia, Florida, Maine, Maryland, Michigan, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, West Virginia, and Wyoming. Currently, David is part of Park Avenue Securities LLC, which operates out of Reston, Virginia. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12110 Sunset Hills Road Suite 340
Reston, VA 20190

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

VA Average: 88
Total Number of Accounts

62,811

VA Average: 3,892
Average Account Size

$189,164

VA Average: $1,917,921

Investment Advisory Services

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

David Watson Work History

2020 - Present (4 years)

Guardian Life Insurance Company

2020 - Present (4 years)

Park Avenue Securiites

2015 - 2020 (5 years)

Park Ave Securities

2013 - 2020 (7 years)

Guardian Life Insurance Of America

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Disclosures

Please visit the SEC profile of David Watson 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

Daniel Andreotta
Charlotte, NC
John Rosser
Greensboro, NC
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Trevor Mcnally
Port Chester, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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