Angela Mally
Angela Mally is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Columbus, OH, with 26 years of industry experience. Angela 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
5001 Horizons Drive, Suite 205, Columbus, OH, 43220
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Regulatory History (1)
Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Angela engages in several business activities, including record keeping for Klaus Financial Services, marketing insurance and investment products through Sentz Financial Services, and owning Arlington Capital Group, LLC. She also owns Mally Realty, LLC, which holds her office suite, and sells non-Guardian insurance products.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations21 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.