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Samuel Brennan Lingo

Park Avenue Securities LLC

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About Samuel Brennan Lingo

Samuel Brennan Lingo is a financial advisor who is registered with Park Avenue Securities LLC. Samuel has been in the industry for a little over two years and is licensed in Indiana and Kentucky. Samuel specializes in providing financial planning and investment advice to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. Samuel is committed to providing personalized service and helping clients achieve their financial goals.

Firm Information

Samuel Lingo is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Lingo’s Registration & Firm History

IN

03/06/2024 - Present

Park Avenue Securities LLC (EVANSVILLE IN)

IN

07/07/2021 - 11/20/2023

PRUCO SECURITIES, LLC. (Princeton IN)

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Licenses & Designations

BOTH

Issued 08/04/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Brennan Lingo.
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