VB
CFP · ChFC
VB
CFP · ChFC

Virginia Brown

24 Years of Experience
Edmond, OK
Broker

Virginia Brown is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Edmond, OK, with 24 years of industry experience. Virginia 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

Edmond, OK

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 Activities

Virginia is involved with The Spotted Dog LLC, selling art projects and classes, dedicating about 10-20% of her time. She also holds power of attorney for her spouse, which requires minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2016 - Present · 9 yrs 7 mos
Park Avenue Securities LLC
October 2016 - Present · 9 yrs 7 mos
Park Avenue Securities LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Metlife Investors Distribution CompanyBroker
March 2016 - July 2016 · 4 mos
Msi Financial Services, INC.
August 2011 - September 2016 · 5 yrs 1 mo
New England SecuritiesBroker
December 2010 - January 2015 · 4 yrs 1 mo
Msi Financial Services, INC.Broker
February 2010 - September 2016 · 6 yrs 7 mos
New England SecuritiesBroker
October 2009 - January 2010 · 3 mos
Metlife Securities INC.Broker
December 2007 - March 2009 · 1 yr 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2004 - July 2007 · 3 yrs 6 mos
Teachers Personal Investors Services, INC.Broker
June 2000 - January 2004 · 3 yrs 7 mos
State Registrations1 state
OK
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.