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Brent Walker

12 Years of Experience
Lakeway, TX
1 DisclosureBroker

Brent Walker is a registered investment advisor at Park Avenue Securities LLC, based in Lakeway, TX, with 12 years of industry experience. Brent 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

Lakeway, TX

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History

Regulatory History (1)
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Financial
May 2016
Final
Employment History
Current Registrations
Park Avenue Securities LLCBroker
March 2025 - Present · 1 yr 2 mos
Park Avenue Securities LLC
March 2025 - Present · 1 yr 2 mos
Park Avenue Securities LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
MML Investors Services, LLC
June 2023 - December 2024 · 1 yr 6 mos
MML Investors Services, LLCBroker
June 2023 - December 2024 · 1 yr 6 mos
Eagle Strategies LLC
July 2014 - September 2021 · 7 yrs 2 mos
Nylife Securities LLCBroker
June 2013 - September 2021 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - April 2013 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - April 2013 · 1 yr 4 mos
State Registrations1 state
TX
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.