EE
EE

Enrique Enriquez

29 Years of Experience
San Diego, CA
BrokerSells Insurance

Enrique Enriquez is a registered investment advisor at Park Avenue Securities LLC, based in San Diego, CA, with 29 years of industry experience. Enrique 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

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.

Loading...

Location

5405 Morehouse Drive, Suite 245, San Diego, CA, 92121

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Enrique is involved with Armorcrest Insurance Services LLC, a property and casualty insurance company, since 2013. He spends a few hours per week on this investment-related activity.

Employment History
Current Registrations
Park Avenue Securities LLC
April 2023 - Present · 3 yrs 1 mo
Park Avenue Securities LLC
April 2015 - Present · 11 yrs 1 mo
Park Avenue Securities LLCBroker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
June 2002 - April 2015 · 12 yrs 10 mos
Nylife Securities INC.Broker
November 1996 - July 2002 · 5 yrs 8 mos
State Registrations6 states
AZCAMIMNOKWA
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.