Rafael Carballo
Investment adviser representative at Park Avenue Securities LLC
16 yearsExperience
2 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
16 years in the industry.
- Park Avenue Securities LLCJan 2026 to now
- Guardian Life Insurance CompanyJan 2026 to now
- Hornor, Townsend & Kent, LLCNov 2024 to Jan 2026
- Penn Mutual Life Ins CoNov 2024 to Jan 2026
- MML Investors Services LLCJun 2012 to Nov 2024
- Massmutual Life Insurance CompanyDec 2010 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 6030232
- Firm CRD
- 46173