Lee Penland
Lee Penland is a registered investment advisor at Park Avenue Securities LLC, based in Atlanta, GA, with 46 years of industry experience. Lee 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
3565 Piedmont Rd. NE, Bldg 4 , Suite 340, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2003Judgment / Lien
October 2002Other Business Activities
Lee is the President of Penland Associates LLC, which is used for business expenses. Lee also holds board positions at the Rotary Club of Clayton and the Lake Burton Civic Association, and owns Tiger Vacation Rentals, LLC.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Lincoln Financial Advisors Corporation
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations2 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.