John Mccollum
John Mccollum is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Augusta, GA, with 31 years of industry experience. John 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
3 George C. Wilson Court, Augusta, GA, 30909
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Regulatory History (1)
Criminal
September 1987Other Business ActivitiesSells Insurance
John is a board member of the Family Y Endowment Committee since 2010 and owns JTM Real Estate Holdings, LLC since 2020, dedicating minimal time to each. He also sells insurance other than Guardian products, dedicating minimal time to this activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Peachtree Planning Advisors, INC.
Guardian Investor Services CorporationBroker
State Registrations16 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.