Advisor at Primerica Advisors
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Firm
Primerica Advisors
Location
Jamestown, NY 14701
Credentials
Series 66
Industry experience
< 1 year
Andrew Nelson is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 19 years of prior experience at Schaffner Knight Minnaugh & Co., P.C., and has also worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of his advisory role, he serves on the board of directors for Absolute Love Adoptions, Inc. and provides independent business consulting focused on strategic planning and organizational development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.
Based on Primerica Advisors
Based on Primerica Advisors
Flat fees generally $500 to $25,000 per agreement for planning, consulting, business exit consulting
$0 - $499,999.99: Up to 2.05% (Park Avenue Portfolio Select Program) $500,000 - $999,999.99: Up to 2.00% (Park Avenue Portfolio Select Program) $1,000,000 - $1,999,999.99: Up to 1.95% (Park Avenue Portfolio Select Program) $2,000,000+: Up to 1.90% (Park Avenue Portfolio Select Program) $0 - >$0: Up to 0.45% annually (VestWise Program)
Brokerage commissions and ticket charges applicable for transaction-based accounts
Hourly financial planning/consulting fees generally $100-$500 per hour
Subscription-based financial planning fees paid annually, monthly or quarterly; maximum annual fee generally up to $25,000
Account minimum: $5,000 Minimum fee: Annual Platform Fee minimum of $90 per household Fee-only: Financial planning and consulting fees negotiable; hourly fees generally $100-$500/hour; flat fees $500-$25,000; subscription financial planning up to $25,000 annually; business consulting up to $30,000
513 W Third Street
Jamestown, NY 14701
Georgia · New York · Pennsylvania
Park Avenue Securities
2025 - Present (1 year)
Guardian Life Insurance Company
2025 - Present (1 year)
Schaffner Knight Minnaugh & Co., P.C.
2006 - 2025 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Jamestown, NY
Shift Fynancial
Series 63
Lakewood, NY
Capital Analysts
Series 66
Jamestown, NY
Primerica Advisors
ChFC®, Series 63, Series 65
Jamestown, NY
NWF Advisory Services Inc
Series 63
Jamestown, NY
Equity Services, inc.
Series 66
Jamestown, NY
NWF Advisory Services Inc
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