Lucas GunnellsCRD 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.
Heritage Road Advisors
Stm Asset Management LLC
Century Securities Associates Inc.
|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|
Total Assets Under Management5,706MILLIONS
Total Number of Accounts31,460ACCOUNTS
Average Account Value$181,366
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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