Lucas Gunnells, financial advisor Fairhope AL

Lucas Gunnells

CRD Number: 4794147
Current Firm: Park Avenue Securities LLC

Lucas Gunnells (CRD# 4794147) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fairhope, AL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Fairhope, AL Jan 2020 - Current < 1
Park Avenue Securites Fairhope, AL Jan 2020 - Current < 1
Park Avenue Securities LLC New York, NY Mar 2015 - Jan 2020 4
Guardian Investor Services LLC Fairhope, AL Jan 2009 - Jan 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Lucas B. Gunnells
Phone Number: 1-888-600-4667
Registered State(s):
  • AL
  • AR
  • FL
  • IL
  • IN
  • KY
  • LA
  • MI
  • OH
  • OK
  • PA
  • TX
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    5,706
    MILLIONS
  • Total Number of Accounts
    31,460
    ACCOUNTS
  • Average Account Value
    $181,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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