Pat Chuturbhuti (CRD# 4813408) is an Investment Advisor Representative working at Park Avenue Investment Advisory, LLC in Portland, OR and has over 19 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Park Avenue Investment Advisory | Portland, OR | Apr 2022 - Current | 2 |
Guardian Life Insurance Company | Portland, OR | Sep 2021 - Current | 2 |
Park Avenue Securities | Portland, OR | Sep 2021 - Current | 2 |
Park Avenue Securities | Phoenix, AZ | May 2007 - Sep 2021 | 14 |
Guardian Life Insurance Company Of America | Phoenix, AZ | May 2007 - Sep 2021 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2004 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- CA
- OR
- WA
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Total Assets Under Management75MILLIONS
-
Total Number of Accounts288ACCOUNTS
-
Average Account Value$261,729
- 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)
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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