William C Hess
Investment adviser representative at Park Avenue Securities LLC
11 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
11 years in the industry.
- Park Avenue Securities LLCDec 2025 to now
- Guardian Life Insurance CompanyDec 2024 to now
- Alliance Advisory GroupAug 2024 to now
- UnemployedJul 2024 to Aug 2024
- SoleoApr 2024 to Jul 2024
- UnemployedFeb 2024 to Apr 2024
- CgiJan 2024 to Feb 2024
- YpcmediaMar 2023 to Jan 2024
- UnemployedJan 2023 to Mar 2023
- John Manser State Farm OfficeMar 2015 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (NC, NY, SC, 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
- 7970364
- Firm CRD
- 46173