TrueAdvisor
TrueAdvisor
BF
BF

Benjamin P Fuentez

Park Avenue Securities LLC
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation Planning
Park Avenue Securities LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1757 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Location

1095 Evergreen Circle, Suite 205, The Woodlands, TX, 77380

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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 Investment Advisory, LLC
January 2023 - Present · 3 yrs 1 mo
Park Avenue Securities LLCBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
November 2022 - January 2023 · 2 mos
UBS Financial Services INC.Broker
January 2011 - January 2023 · 12 yrs
State Registrations5 states
CAFLNMTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.