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Avery Anthony Prkna

Verdence Capital Advisors, LLC

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About Avery Anthony Prkna

Avery Anthony Prkna is a Registered Investment Advisor Representative with Verdence Capital Advisors, LLC, and has been in the securities industry for over 30 years. Prior to joining Verdence Capital Advisors, LLC, Avery Anthony Prkna worked at Hightower Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Avery Anthony Prkna's credentials include the Series 7, 31 and 63 securities licenses, and the Series 65 investment advisor license. Avery Anthony Prkna is registered in the state of Maryland.

Firm Information

Avery Prkna is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Avery Prkna’s Registration & Firm History

MD

06/26/2017 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

MD

02/17/2012 - 06/30/2017

HIGHTOWER SECURITIES, LLC (HUNT VALLEY MD)

MD

07/22/1987 - 02/21/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

IA

Issued 02/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Avery Anthony Prkna.
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