Mobile, AL Montlimar Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,509,516,941
ClientsTotal clients
80,267
AdvisorsAdvisors at this office
3
Of 1,910 advisors across 510 offices
Location
1110 Montlimar Drive, Suite 420
Mobile AL 36609
Advisors at this office
3
Advisors at this office
David W
Series 66
Mobile, AL
Guardian Life
David Wallace is a Series 66-licensed financial advisor with Guardian Life, based in Mobile, AL. He has five years of industry experience, including roles at Park Avenue Securities and Strategic Wealth Specialists. Wallace previously worked at Franciscan University of Steubenville for four years. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs, combining proprietary and third-party investment strategies.
Timothy H
Series 63, Series 65
Mobile, AL
Guardian Life
Timothy Heath is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2013. Outside of his advisory role, he is involved with Heath Holdings LLC, a business focused on buying and selling residential properties. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including brokerage, financial planning, and advisory programs featuring both proprietary and third-party models.
Jonathan Z
CFP®, Series 63, Series 65
Mobile, AL
Guardian Life
Jonathan Zimlich is a financial advisor with Primerica Advisors in Mobile, Alabama, holding CFP®, Series 63, and Series 65 designations and bringing 31 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with The Guardian Life Insurance Company since 1993. Outside of his advisory role, he volunteers on the Finance Committee at St Mary Parish. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs and provides a range of financial planning, retirement, and business consulting services.
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