Patrick Moore is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Franklin, TN, with 47 years of industry experience. Patrick 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
725 Cool Springs Blvd, Suite 450, Franklin, TN, 37067
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Regulatory History
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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Patrick is involved in three outside business activities. He is associated with Patrick E. Moore Group LLC, is an author, and is involved with Hope4America.us, dedicating minimal time to the LLC, about 10-20% of his time to writing, and minimal time to Hope4America.us.
Employment History
Current Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
Private Client Services, LLCBroker
Prime Capital Investment Advisors, LLC
Cambridge Investment Research, INC.Broker
Lawing Financial INC
Park Avenue Securities LLC
Peachtree Planning Advisors, INC.
Park Avenue Securities LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Walnut Street Securities, INC.Broker
Guardian Investor Services CorporationBroker
Sma Equities, INC.Broker
State Registrations13 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.