Harold McIntosh, financial advisor Tampa FL
93 score

Harold McIntosh

CRD Number: 4552861
Current Firm: Park Avenue Securities LLC

Harold McIntosh (CRD# 4552861) is an Investment Advisor Representative working at Park Avenue Securities LLC in Tampa, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Tampa, FL Jan 2010 - Current 7
Guardian Life Insurance Company Of America Tampa, FL Oct 2009 - Current 8
New England Secuities Tampa, FL Jun 2002 - Dec 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Harold G. McIntosh
Phone Number: 1-888-600-4667
Registered State(s):
  • FL
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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