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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, 5 months Apr 2013 - Present
Guardian Life Insurance Company 3 years, 5 months Apr 2013 - Present
Park Avenue Securities 3 years, 5 months Nov 2009 - Apr 2013
Guardian Life Insurance Company 3 years, 5 months Nov 2009 - Apr 2013
The Bullfinch Group 7 years, 1 month Aug 2009 - Present
Sigmatel Life 3 years, 1 month Jul 2005 - Aug 2008
Freescale Semi 7 years, 6 months Jan 1998 - Jul 2005
Are You
Peter James Morris?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Peter Morris

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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 23, 2013
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 13, 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