Manuel Esparza, financial advisor Addison TX

Manuel Esparza

CRD Number: 1685913
Current Firm: Park Avenue Securities LLC

Manuel Esparza (CRD# 1685913) is an Investment Advisor Representative working at Park Avenue Securities LLC in Addison, TX and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Park Ave Securities Alice, TX Mar 2016 - Current 8
Guardian Alice, TX Jun 2014 - Current 9
The Economic Planning Group Inc. Alice, TX Oct 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
Contact Info for Manuel Esparza
Phone Number: 1-888-600-4667
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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