Jeffrey Bingham
Jeffrey Bingham is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Wyomissing, PA, with 32 years of industry experience. Jeffrey 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
1290 Broadcasting Road, Suite 122, Wyomissing, PA, 19610
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Regulatory History (1)
Customer Dispute
January 2006Other Business ActivitiesSells Insurance
Jeffrey is involved with the West Reading-Wyomissing Rotary and The Friday LEADS Group, dedicating minimal time to each. He also sells insurance outside of Guardian and is the executor for his deceased sister's estate, dedicating minimal time to each activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
State Farm Vp Management CORP.Broker
First Investors CorporationBroker
State Registrations13 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.