Joel
Lerner
Park Avenue Securities LLC
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About this Advisor
Joel Lerner is a financial advisor based in Louisville, Kentucky, working with Park Avenue Securities LLC. Joel has previously held positions at Metropolitan Life Insurance Co, Metlife Securities Inc, Mml Investors Services, LLC, Park Avenue Securities, Massachusetts Mutual Life Insurance Company, and Guardian Life Insurance Company. Joel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Kentucky. Currently, Joel is part of Park Avenue Securities LLC, which operates out of Louisville, Kentucky. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Joel Lerner Work History
Park Avenue Securities
Guardian Life Insurance Company
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metropolitan Life Insurance Co
Metlife Securities Inc
Disclosures
Please visit the SEC profile of Joel Lerner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Avenue Securities LLC
Charlotte, NC
Port Chester, NY
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, NY
West Palm Beach, FL
Irvine, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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