TrueAdvisor
TrueAdvisor
JM
CFP
JM
CFP

John Mccollum

Park Avenue Securities LLC
32 Years of Experience
Augusta, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

John Mccollum is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Augusta, GA, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 George C. Wilson Court, Augusta, GA, 30909

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 1987
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
June 2006 - Present · 20 yrs 4 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Peachtree Planning Advisors, INC.
May 2003 - December 2007 · 4 yrs 7 mos
Guardian Investor Services CorporationBroker
May 1994 - May 1999 · 5 yrs
State Registrations18 states
ALARAZCAFLGAILMINCNVNYOKORSCTNTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Augusta, GA →All financial advisors in Georgia →