JG
JG

Joseph Guyton

39 Years of Experience
Bonita Springs, FL
Broker

Joseph Guyton is a registered investment advisor at Park Avenue Securities LLC, based in Bonita Springs, FL, with 39 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

Bonita Springs, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is involved with The Guyton Group Charitable Foundation, serves as a Corporator of The Provident Bank, and manages two family LLCs (Dixie Doodle LLC and Emerald Acres LLC/O&G LLC) for private investments and managing farmland/oil and gas rights. These activities require minimal time each month.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2006 - Present · 20 yrs
Park Avenue Securities LLC
May 1999 - Present · 27 yrs
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs
Previous Registrations
Guardian Investor Services CorporationBroker
May 1992 - May 1999 · 7 yrs
Cigna Securities, INC.Broker
March 1987 - April 1992 · 5 yrs 1 mo
Private Ledger Financial Services, IncorporatedBroker
January 1987 - March 1987 · 2 mos
State Registrations16 states
CACTFLMAMDMENHNJNYOHPARISCTNVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.