JA
CFP
JA
CFP

John Akoury

22 Years of Experience
Topsfield, MA
Broker

John Akoury is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Topsfield, MA, with 22 years of industry experience. John 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.

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Location

58 Main Street, Topsfield, MA, 01983

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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.

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Employment History
Current Registrations
Park Avenue Securities LLC
March 2010 - Present · 16 yrs 2 mos
Park Avenue Securities LLCBroker
April 2005 - Present · 21 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
August 2003 - April 2005 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
August 2003 - April 2005 · 1 yr 8 mos
State Registrations16 states
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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.