Paul Betancourt, financial advisor Austin TX
94 score

Paul Betancourt

CRD Number: 6266097
Current Firm: Park Avenue Securities LLC

Paul Betancourt (CRD# 6266097) is an Investment Advisor Representative working at Park Avenue Securities LLC in Austin, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Ins Austin, TX Nov 2013 - Current 3
Unemployed Austin, TX Mar 2013 - Nov 2013 < 1
Bank Of America Austin, TX Jun 2000 - Mar 2013 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Paul Betancourt
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
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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