Julio Soria
Investment adviser representative at Park Avenue Securities LLC
14 yearsExperience
1 stateRegistered in
$19.6BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Park Avenue Securities LLCJan 2024 to now
- Guardian Life Insurance CompanyJan 2024 to now
- Osaic Wealth, Inc.Sep 2023 to Jan 2024
- Sagepoint Financial, Inc.Aug 2023 to Sep 2023
- Creative Financial NetworkMar 2023 to Jan 2024
- National Life GroupJun 2012 to Jan 2024
- Equity Services, Inc.Jun 2012 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2490151
- Firm CRD
- 46173