Alan Warren Liljegren
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
4 statesRegistered 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
10 years in the industry.
- Park Avenue Securities LLCJan 2024 to now
- Guardian Life Insurance CompanyNov 2023 to now
- Pruco Securities, LLCMar 2023 to Dec 2023
- The Prudential Insurance Company of AmericaMar 2023 to Dec 2023
- Edward JonesMar 2020 to Mar 2023
- Bank of America NAApr 2017 to Mar 2020
- Merrill Lynch, Pierce, Fenner & SmithOct 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (CO, FL, MD, TX).
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
- 4090407
- Firm CRD
- 46173