Freddie Spears
Freddie Spears is a registered investment advisor at Park Avenue Securities LLC, based in Montgomery, AL, with 34 years of industry experience. Freddie 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
8436 Crossland Loop, Ste 111, Montgomery, AL, 36117
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Regulatory History (2)
Customer Dispute
June 2010Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Freddie has several outside business activities, including real estate investments, managing a motel, and fixed annuity sales. He also sells various insurance products, including Medicare supplements, health plans, and life insurance, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
Park Avenue Securities LLC
Guardian Investor Services CorporationBroker
State Registrations21 states
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.