Dedrick Adell
Dedrick Adell is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Prosper, TX, with 15 years of industry experience. Dedrick 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
130 N. Preston Road, #328, Prosper, TX, 75078
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Regulatory History (1)
Employment Separation After Allegations
March 2020Other Business Activities
Dedrick conducts ministry activities at Friendship Baptist Church and serves as a Trustee Board member, dedicating minimal time to these roles. He also works for Holistiq Tax Planners, LLC and Holistiq Planning, LLC, spending about half of his time on the latter, which is investment-related.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
Cetera Advisors LLCBroker
Wilbanks Securities, INC.Broker
Waddell & Reed, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations11 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.