TG
CFP
TG
CFP

Timothy Giarra

7 Years of Experience
Franklin, TN
Broker

Timothy Giarra is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Franklin, TN, with 7 years of industry experience. Timothy 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

725 Cool Springs Blvd, Suite 450, Franklin, TN, 37067

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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 Activities

Timothy is the registered agent for his wife's LLC, Caleigh Moriah Hair LLC, and is involved with SDG Real Estate, LLC, a real estate holding company for his wife's salon renters. He also dedicates minimal time to the Ankerberg Theological Research Institute and the Cooper Trooper Foundation.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2018 - Present · 7 yrs 7 mos
Park Avenue Securities LLCBroker
May 2018 - Present · 8 yrs
State Registrations21 states
ALCADEFLGAINMAMIMOMSNCNJNVNYPARISCTNTXVAWI
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.
Timothy Giarra - Financial Advisor | TrueAdvisor