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ChFC
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ChFC

John Curry

Park Avenue Securities LLC
45 Years of Experience
Tallahassee, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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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

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 6 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 5 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.
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