Josephine Tran
Investment adviser representative at Park Avenue Securities LLC
10 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
10 years in the industry.
- Park Avenue Securities LLCApr 2024 to now
- Guardian Life Insurance CompanyNov 2023 to now
- Wealth Design GroupOct 2023 to Oct 2023
- UnemployedDec 2019 to Sep 2023
- Nextseed Management LLCFeb 2018 to Nov 2019
- Hardam HotelsMar 2017 to Sep 2017
- Self-employedSep 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
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
- 7007299
- Firm CRD
- 46173