Alfred Valencia
Alfred Valencia is a registered investment advisor at Park Avenue Securities LLC, based in San Diego, CA, with 8 years of industry experience. Alfred 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
5280 Carroll Canyon Road, Suite 300, San Diego, CA, 92121
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Regulatory History (1)
Financial
May 2017Other Business ActivitiesSells Insurance
Alfred is appointed with Cal Choice to sell health insurance, dedicating a few hours per week to this activity. He is also a part owner of a family restaurant, spending about 10-20% of his time managing the kitchen staff.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
State Registrations10 states
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.