Alan Liljegren
Alan Liljegren is a registered investment advisor at Park Avenue Securities LLC, based in Austin, TX, with 19 years of industry experience. Alan 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
1250 S. Capital of Texas Hwy, Suite 1-500, Austin, TX, 78746
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Regulatory History (1)
Customer Dispute
February 2018Other Business Activities
Alan is associated with RoRo Es Loco, LLC since December 2024, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Southtrust Securities, INC.Broker
State Registrations2 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.