Gregory Kendall
Investment adviser representative at Park Avenue Securities LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$19.6BFirm assets
Are you Gregory Kendall? Claim your profile
Contact this firm
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
16 years in the industry.
- Park Avenue Securities LLCJul 2026 to now
- Guardian Life Insurance Company of AmericaJul 2026 to now
- Fidelity InvestmentsSep 2022 to Jul 2026
- Franklin Distributors, LLCJul 2021 to Sep 2022
- Franklin Templeton Financial Services Corp.Jul 2019 to Jul 2021
- Franklin Templeton Distributors IncApr 2010 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 5785649
- Firm CRD
- 46173