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Boyd F Cauble

Park Avenue Securities LLC

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About Boyd F Cauble

Boyd Cauble is a financial advisor at Park Avenue Securities LLC. Boyd has been in the industry since 2002. Boyd holds Series 7, Series 65 and Series 66 licenses and is registered in multiple states including Alabama, District of Columbia, Florida, North Carolina, Ohio, South Carolina and Virginia. Boyd specializes in working with high-net-worth individuals, charitable organizations, corporations and individuals. Boyd has experience in financial planning and portfolio management.

Firm Information

Boyd Cauble is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Boyd Cauble’s Registration & Firm History

NC

01/09/2019 - Present

Park Avenue Securities LLC (CHARLOTTE NC)

NC

10/17/2005 - 12/31/2009

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MA

09/01/2004 - 02/22/2005

COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

06/25/2002 - 09/01/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

02/01/2001 - 03/26/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/16/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Boyd F Cauble. Review regulatory record here.
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