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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Park Avenue Securities 3 years, 4 months Apr 2013 - Present
Guiardian Life Ins Co 3 years, 4 months Apr 2013 - Present
Park Avenue Securities LLC 17 years, 4 months May 1999 - Present
Guardian Life Insurance Co of America 19 years, 4 months May 1997 - Present
Guardian Life Insurance Co. of America 35 years, 1 month Aug 1981 - Present
Are You
William Coleman Brincefield Jr?
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Designations & Memberships

  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by William Brincefield

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 15, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Park Avenue Securities LLC

Last updated on Nov. 24, 2014
    • $6.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 39K
      Accounts
    • $169.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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