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Lucas Brandon Austin

Investment adviser representative at Park Avenue Securities LLC
21 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$19.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

21 years in the industry.

  1. Guardian Life Insurance CompanyOct 2021 to now
  2. Park Avenue Securities, LLCSep 2021 to now
  3. Austin Wealth Strategies, LLCNov 2013 to now
  4. Guardain Life Insurance Co of AmericaSep 2021 to Oct 2021
  5. Nylife Securities, Inc.Jun 2005 to Sep 2021
  6. New York Life Insurance CompanyMay 2005 to Sep 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 11 states (AR, AZ, CA, CO, FL, KS, MD, MO, NY, TX, WA).

Park Avenue Securities LLC

$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4978768
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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