Park Avenue Securities LLC
About this Advisor
Lucas Gunnells is an investment advisor who lives in Fairhope, Alabama. Currently a registered advisor with Park Avenue Securities LLC, Gunnells has 11 years of experience in the financial advisory industry. Gunnells holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Gunnells can serve clients in Alabama, Arkansas, Florida, Illinois, Indiana, Kentucky, Louisiana, Michigan, Ohio, Oklahoma, Pennsylvania, Texas, West Virginia and Wisconsin. During their career, Gunnells has held roles at Guardian Investor Services LLC, Park Avenue Securities LLC, Guardian Life Insurance and Park Avenue Securites. Park Avenue Securities LLC is headquartered in Fairhope, Alabama, and operates out of 86 additional locations throughout the country. As a company, Park Avenue Securities LLC oversees $6 billion in assets covering 31,460 client accounts and employs more than 1,745 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 27,011 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 17% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Park Avenue Securities LLC provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lucas Gunnells Work History
Lucas has 11 years of experience.
Guardian Life Insurance
Park Avenue Securites
Park Avenue Securities LLC
Guardian Investor Services LLC
Lucas Gunnells has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
Needham Heights, MA
Blue Bell, PA