Lucas
Gunnells

Park Avenue Securities LLC

CRD#4794147
Investment Advisor
in Fairhope, AL

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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

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Fairhope, AL

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$5,705,775,495

AL Average: $7,464,549,021
Total Number of Employees

1,745

AL Average: 88
Total Number of Accounts

31,460

AL Average: 3,892
Average Account Size

$181,366

AL Average: $1,917,921

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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.

2020 - Present (1 year)

Guardian Life Insurance

2020 - Present (1 year)

Park Avenue Securites

2015 - 2020 (5 years)

Park Avenue Securities LLC

2009 - 2020 (11 years)

Guardian Investor Services LLC

Disclosures

Lucas Gunnells has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Brian Mcgrath
Needham Heights, MA
David Rogers
Atlanta, GA
Blaine Dahl
Spring, TX
Cheskal Deutsch
Brooklyn, NY
Donald Fitzsimmons
Englewood, CO
Samuel Guittare
Blue Bell, PA
Shannon Burgess
Greenville, SC
Barry Nash
Belmar, NJ

This content was compiled from the SEC and FINRA.

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