Joel Lerner (CRD# 3161595) is an Investment Advisor Representative working at Park Avenue Securities LLC in Louisville, KY and has over 25 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Louisville, KY | Nov 2017 - Current | 6 |
| Guardian Life Insurance Company | Louisville, KY | Nov 2017 - Current | 6 |
| Mml Investors Services, LLC | Louisville, KY | Mar 2017 - Nov 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Nov 2017 | 1 |
| Metropolitan Life Insurance Co | Louisville, KY | Jun 2001 - Mar 2017 | 15 |
| Metlife Securities Inc. | Louisville, KY | Jun 2001 - Mar 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- KY
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
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