Nelson
Cover

Lasalle St. Investment Advisors, L.L.C

CRD#6397832
Investment Advisor
in Indialantic, FL

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About this Advisor

Nelson Cover is a financial advisor based in Indialantic, Florida, working with Lasalle St. Investment Advisors, L.L.C. Nelson has previously held positions at Pi Lambda Phi Fraternity, Fsc Securities, Lasalle St Securities LLC, and Lasalle St Investment Advisors. Nelson has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in California, Florida, North Carolina, Texas, and Virginia. Currently, Nelson is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Indialantic, Florida. The firm has 63 offices and 141 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

420 4Th Ave Ste B
Indialantic, FL 32903

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Lasalle St. Investment Advisors, L.L.C Brokerage Details

Total Assets Under Management

$3,475,023,837

FL Average: $6,674,516,078
Total Number of Employees

141

FL Average: 44
Total Number of Accounts

10,422

FL Average: 2,564
Average Account Size

$333,432

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nelson Cover Work History

2017 - Present (7 years)

Lasalle St Securities LLC

2017 - Present (7 years)

Lasalle St Investment Advisors

2014 - 2017 (3 years)

Fsc Securities

2013 - 2014 (1 year)

Pi Lambda Phi Fraternity

Disclosures

Please visit the SEC profile of Nelson Cover to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lasalle St. Investment Advisors, L.L.C

John Forbes
Escondido, CA
Jared Shirk
Fort Wayne, IN
Mark Hemmerly
Indianapolis, IN
Erin Ortiz
Tyler, TX
Christopher Hoy
Providence, RI
Shaena Yorke
Strongsville, OH
Levi Trueblood
Elmhurst, IL
Sagen Augustin
Bonita Springs, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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