Luke
Preaus

Park Avenue Securities LLC

CRD#7014988
Investment Advisor
in Tulsa, OK

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About this Advisor

Luke Preaus is a financial advisor who works in Tulsa, Oklahoma who has 2 years of relevant experience. Preaus currently works for Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Insurance Company, Oral Roberts University, Northeastern Oklahoma A&M, Metro Christian Academy and Park Avenue Securities. Preaus has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia, Indiana, Missouri, North Carolina, Oklahoma, South Carolina and Texas. Park Avenue Securities LLC is a company operating out of New York, NY. It has offices in 385 locations and a total of 1,825 advisors. It controls $10 billion in assets under management across its 57,359 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 customer accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees are based on the services. However, fee types billed by Park Avenue Securities LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

4200 E Skelly Dr Suite 530
Tulsa, OK 74135

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

OK Average: 88
Total Number of Accounts

57,359

OK Average: 3,892
Average Account Size

$172,819

OK Average: $1,917,921

Investment Advisory Services

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

Luke Preaus Work History

Luke has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Park Avenue Securities

2018 - Present (6 years)

Guardian Life Insurance Company

2016 - 2018 (2 years)

Oral Roberts University

2014 - 2016 (2 years)

Northeastern Oklahoma A&M

2007 - 2014 (7 years)

Metro Christian Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Luke Preaus 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

Sonia Cantrell
Bethlehem, PA
Derek Malis
Buffalo, NY
George Papanicolaou
Port Chester, NY
Andrew Matthieson
Alpharetta, GA
Shane Davis
Allentown, PA
Benjamin Decker
Mount Pleasant, SC
Anthony Letizia
New York, NY
Chelsea Gottschling
Claremont, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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