Anne Chamberlain
Anne Chamberlain is a registered investment advisor at Park Avenue Securities LLC, based in Louisville, KY, with 24 years of industry experience. Anne 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
9300 Shelbyville Road, Suite 320, Louisville, KY, 40222
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Regulatory History
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
Anne sells insurance products that Guardian does not offer, dedicating minimal time to this activity. She is also a business development representative for Tax Strategy Pro and the owner of Chamberlain Divorce Advisors, spending minimal time on each.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Natcity Investments, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Natcity Investments, INC.Broker
Natcity Investments, INC.
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
American General Securities Incorporated
American General Securities IncorporatedBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations14 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.