Alfred Robertson, financial advisor Atlanta GA
96 score

Alfred Robertson

CRD Number: 1271974
Current Firm: Park Avenue Securities LLC

Alfred Robertson (CRD# 1271974) is an Investment Advisor Representative working at Park Avenue Securities LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities Atlanta, GA Jul 2016 - Current < 1
Guardian Life Insurance Atlanta, GA Jul 2016 - Current < 1
Peachtree Planning Advisors, Inc. Atlanta, GA Jan 1999 - Current 17
Peachtree Planning Corporation Atlanta, GA Aug 1995 - Current 21
Davis Agency Atlanta, CA Jan 1978 - Current 38
Park Avenue Securities LLC Atalanta, GA May 1999 - Jun 2016 17
The Guardian Life Insurance Company New York, NY Aug 1995 - Jun 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Alfred P. Robertson
Phone Number: 1-888-600-4667
Registered State(s):
  • AL
  • GA
  • NC
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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