Chase D Perchal
Investment adviser representative at Park Avenue Securities LLC
12 yearsExperience
4 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Chase D Perchal? 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
12 years in the industry.
- Guardian Life InsuranceJul 2025 to now
- Park Avenue Securities LLCOct 2024 to now
- Guardian Life InsuraneOct 2024 to now
- Guardian Life InsuranceOct 2024 to Oct 2024
- Guardian Life InsuraneJul 2024 to Sep 2024
- Park Avenue SecuritiesJul 2024 to Sep 2024
- Morgan StanleyApr 2023 to May 2024
- University of Nebraska-lincolnAug 2020 to Dec 2023
- Farm Bureau Financial ServicesMay 2020 to Feb 2023
- Millard South High SchoolAug 2018 to Apr 2020
- Oscars Bar and GrillAug 2018 to Dec 2019
- Yutan Jr HighAug 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (AZ, MN, NE, 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
- 7254706
- Firm CRD
- 46173