Sara Fordyce (CRD# 4680637) is an Investment Advisor Representative working at Park Avenue Securities LLC in Crestview, FL and has over 13 years of experience in the finance industry.
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4523630
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Ft. Walton Beach, FL | Jan 2021 - Current | 3 |
| Park Avenue Securities | Ft. Walton Beach, FL | Jan 2021 - Current | 3 |
| Guardian Life Insurance Co Of America | Crestview, FL | May 2010 - Current | 13 |
| Park Avenue Securities LLC | Crestview, FL | May 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- AL
- AZ
- FL
- GA
- IN
- MD
- MS
- NE
- SC
- TX
- VA
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Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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