John
Forbes
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
John Forbes is a financial advisor based out of Escondido, California with a total of 9 years of relevant experience. Forbes currently works for Lasalle St. Investment Advisors, L.L.C. Over the course of their career, they have held roles at Securities America, Inc, Securities America Advisors, Inc and Lasalle St. Securities, L.L.C. Forbes has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Wisconsin. Lasalle St. Investment Advisors, L.L.C is a financial advisory business operating out of Elmhurst, IL. The company has offices in 63 locations and a total of 131 employees. It handles $3 billion in assets between its 8,533 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 8,533 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. Lasalle St. Investment Advisors, L.L.C has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees billed by Lasalle St. Investment Advisors, L.L.C may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lasalle St. Investment Advisors, L.L.C Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,728,117,681
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
131
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
8,533
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$319,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Forbes Work History
John has been registered as a financial advisor for 9 years.*
Lasalle St. Securities, L.L.C
Securities America, Inc
Securities America Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Forbes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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