Harold McIntoshCRD 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|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|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV