Donald Taylor
Donald Taylor is a registered investment advisor at Park Avenue Securities LLC, based in Houston, TX, with 32 years of industry experience. Donald 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
3040 Post Oak Blvd, Suite 1150, Houston, TX, 77056
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Regulatory History (1)
Customer Dispute
August 2024Other Business ActivitiesSells Insurance
Donald sells life, disability, health, and long-term care insurance, potentially from companies other than Guardian, dedicating about a third of his time to this activity. He also serves as co-trustee for his daughter's trust and co-executor of his mother's will and estate, requiring minimal time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations12 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.