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Gavin Taylor

4 Years of Experience
Chipley, FL
Broker

Gavin Taylor is a registered investment advisor at Park Avenue Securities LLC, based in Chipley, FL, with 4 years of industry experience. Gavin 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

1282 Church Avenue, Chipley, FL, 32428

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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

Gavin is involved with GCK Family Enterprises, LLC, dedicating minimal time. He also works part-time as an engineer for the Department of Defense, spending about 20% of his time on this. Finally, Gavin has power of attorney for his wife, requiring no time commitment.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2022 - Present · 4 yrs 1 mo
Park Avenue Securities LLCBroker
February 2022 - Present · 4 yrs 5 mos
State Registrations8 states
ALAZFLGAORSCTXUT
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.