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James David Leatherman

Park Avenue Securities LLC

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About James David Leatherman

James David Leatherman is a registered representative of Park Avenue Securities LLC. James is a veteran financial advisor, with a long history of working with clients in Alexandria, Louisiana. James is a dedicated professional who helps clients with financial planning, retirement planning, and investment strategies. James has a proven track record of success and is committed to providing personalized service to each of his clients. James is a highly skilled and experienced financial advisor who is passionate about helping his clients achieve their financial goals.

Firm Information

James Leatherman 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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James Leatherman’s Registration & Firm History

LA

03/03/2015 - Present

Park Avenue Securities LLC (ALEXANDRIA LA)

LA

02/21/2023 - 03/08/2023

MML INVESTORS SERVICES, LLC (Alexandria LA)

NY

05/24/1994 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

CA

11/01/1993 - 05/13/1994

JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 08/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James David Leatherman.
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