AV
AV

Alexander Villavaso

2 Years of Experience
Metairie, LA
BrokerSells Insurance

Alexander Villavaso is a registered investment advisor at Park Avenue Securities LLC, based in Metairie, LA, with 2 years of industry experience. Alexander 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

3300 West Esplanade, Suite 210, Metairie, LA, 70002

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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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Other Business ActivitiesSells Insurance

Alexander sells fixed insurance and disability insurance products outside of Guardian since 2014, dedicating minimal time to this activity. This activity is investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
July 2024 - Present · 1 yr 10 mos
Park Avenue Securities LLCBroker
December 2023 - Present · 2 yrs 5 mos
State Registrations14 states
ALCTFLGAKYLAMEMSNCNJNVNYTXVA
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.