Osaic Wealth
46yrs
Top advisor by experience in Southlake
8yrs
James Park has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Southlake, Texas. James has been with Park Avenue Securities since 2026; before that, James spent three years at Principal Securities and five years at Edward Jones. Park Avenue Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1560 E Southlake Blvd Suite 225, Southlake, TX 76092
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowPark Avenue Securities LLCCurrent firm
- 2023 – 2026Principal Securities, Inc.Previously
- 2018 – 2023Edward JonesPreviously
Contact James
(888) 600-4667Firm headquarters in New York, NY. Ask for James. 1560 E Southlake Blvd Suite 225Southlake, TX 76092Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Park Avenue Securities at (888) 600-4667 and ask for James Park. James works from the Southlake, TX office.
How long has James been a financial advisor?
James has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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