FA
FA

Frances Aguilera

15 Years of Experience
Miami, FL
Broker

Frances Aguilera is a registered investment advisor at Park Avenue Securities LLC, based in Miami, FL, with 15 years of industry experience. Frances 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

3720 SW 58 Avenue, Miami, FL, 33155

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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
November 2011 - Present · 14 yrs 6 mos
Park Avenue Securities LLC
November 2011 - Present · 14 yrs 6 mos
Park Avenue Securities LLCBroker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Hornor, Townsend & Kent, INC.
May 2009 - November 2009 · 6 mos
Hornor, Townsend & Kent, INC.Broker
April 2009 - November 2009 · 7 mos
Nationwide Securities, LLC
August 2008 - November 2008 · 3 mos
Nationwide Securities, LLCBroker
August 2008 - November 2008 · 3 mos
1717 Capital Management Company
April 2008 - August 2008 · 4 mos
1717 Capital Management CompanyBroker
December 2007 - August 2008 · 8 mos
State Registrations2 states
FLNY
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.
Frances Aguilera - Financial Advisor | TrueAdvisor