MH
MH

Michael Hixson

2 Years of Experience
San Diego, CA
1 DisclosureBrokerSells Insurance

Michael Hixson is a registered investment advisor at Park Avenue Securities LLC, based in San Diego, CA, with 2 years of industry experience. Michael 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

5280 Carroll Canyon Road, Suite 300, San Diego, CA, 92121

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History

Regulatory History (1)
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Judgment / Lien
June 2023
Other Business ActivitiesSells Insurance

Michael sells fixed annuities and disability insurance, dedicating a few hours per week. He also engages in insurance sales outside of Guardian, dedicating minimal time to this activity.

Employment History
Current Registrations
Park Avenue Securities LLC
February 2024 - Present · 2 yrs 5 mos
Park Avenue Securities LLC
September 2023 - Present · 2 yrs 10 mos
Park Avenue Securities LLCBroker
September 2023 - Present · 2 yrs 10 mos
State Registrations5 states
CACOFLMNMT
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.