JC
ChFC
JC
ChFC

John Curry

45 Years of Experience
Tallahassee, FL
BrokerSells Insurance

John Curry is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Tallahassee, FL, with 45 years of industry experience. John 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.

Loading...

Location

1700 Summit Lake Drive, Suite 200, Tallahassee, FL, 32317

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is involved in several business activities, including marketing and positioning for financial advisors and insurance professionals, selling information products, and speaking engagements. He also offers Jackson National fixed annuities and holds a mortgage on a home, dedicating minimal time to each of these investment-related activities.

Employment History
Current Registrations
Park Avenue Securities LLC
April 2001 - Present · 25 yrs 5 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 4 mos
Previous Registrations
Guardian Investor Services CorporationBroker
April 1992 - May 1999 · 7 yrs 1 mo
W. S. Griffith & CO., INC.Broker
January 1991 - April 1992 · 1 yr 3 mos
Pebsco Securities CORP.Broker
October 1987 - May 1992 · 4 yrs 7 mos
W. S. Griffith & CO., INC.Broker
July 1982 - December 1990 · 8 yrs 5 mos
Home Life Insurance CompanyBroker
February 1982 - April 1992 · 10 yrs 2 mos
Pebsco Securities CORP.Broker
December 1980 - April 1982 · 1 yr 4 mos
State Registrations10 states
ALFLGANCNJOHSCTXUTVA
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.