PB
PB

Paul Bestehorn

27 Years of Experience
Greensboro, NC
Broker

Paul Bestehorn is a registered investment advisor at Park Avenue Securities LLC, based in Greensboro, NC, with 27 years of industry experience. Paul 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.

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Location

3707 West Market Stree, Suite C, Greensboro, NC, 27403

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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.

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Employment History
Current Registrations
Park Avenue Securities LLC
March 2017 - Present · 9 yrs 2 mos
Park Avenue Securities LLCBroker
March 2017 - Present · 9 yrs 2 mos
Park Avenue Securities LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
L.M. Kohn & CompanyBroker
January 2013 - December 2016 · 3 yrs 11 mos
L.M. Kohn & Company
January 2013 - December 2016 · 3 yrs 11 mos
Royal Alliance Associates, INC.Broker
March 2007 - September 2012 · 5 yrs 6 mos
Royal Alliance Associates, INC.
March 2007 - September 2012 · 5 yrs 6 mos
United Securities Alliance, INC.
February 2007 - March 2007 · 1 mo
United Securities Alliance, INC.Broker
June 2004 - March 2007 · 2 yrs 9 mos
Todd Securities, INC.Broker
March 2003 - March 2004 · 1 yr
Clark/bardes Financial Services, INC.Broker
June 2001 - March 2003 · 1 yr 9 mos
Clark-Bardes Securities, INC.Broker
January 2001 - June 2001 · 5 mos
Signator Investors, INC.Broker
February 1999 - December 2000 · 1 yr 10 mos
Guardian Investor Services CorporationBroker
June 1997 - December 1998 · 1 yr 6 mos
State Registrations2 states
NCNY
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.