Esther Park is a registered investment advisor at Park Avenue Securities LLC, based in Charlotte, NC, with 27 years of industry experience. Esther 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
6115 Park South Drive, Suite 200, Charlotte, NC, 28210
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Regulatory History
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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Esther works as a support person for Orrin Magill, a PAS representative, since 2019. This activity takes nearly full-time hours.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Pentegra Distributors INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Captrust Financial AdvisorsBroker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
The Advisors Group, INC.Broker
Ameritas Investment CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Interstate/johnson Lane CorporationBroker
State Registrations1 state
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.