Isabella Brunk, financial advisor Bethesda MD
93 score

Isabella Brunk

CRD Number: 4453938
Current Firm: Park Avenue Securities LLC

Isabella Brunk (CRD# 4453938) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bethesda, MD and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Bethesda, MD Jun 2009 - Current 7
Guardian Life Insurance Bethesda, MD Feb 2009 - Current 7
Spire Investment Partner, LLC Mclean, VA Jan 2008 - May 2009 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2006 - Jan 2008 1
Legacy Advisors, LLC Mclean, VA Dec 2002 - Jan 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Isabella E. Brunk
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CO
  • DC
  • NJ
  • NC
  • PA
  • VA
  • DE
  • MD
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
93
Clean Record
This advisor has a clean track record with regulators.

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