Sagen
Augustin
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Sagen Augustin is a financial advisor based in Bonita Springs, Florida, working with Lasalle St. Investment Advisors, L.L.C. Sagen has previously held positions at Principal Life Ins Co, Princor Financial Services Corp, Principal Securities Inc, Summers Wealth Management, Union Financial, Inc, Lasalle St. Securities, LLC, and Lasalle St. Investment Advisors, LLC. Sagen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Colorado, Florida, North Carolina, Ohio, and Pennsylvania. Currently, Sagen is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Bonita Springs, 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
Services Offered
Fee Structure
Office Location
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Lasalle St. Investment Advisors, L.L.C Brokerage Details
$3,475,023,837
141
10,422
$333,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sagen Augustin Work History
Lasalle St. Securities, LLC
Lasalle St. Investment Advisors, LLC
Union Financial, Inc
Summers Wealth Management
Principal Securities Inc
Principal Life Ins Co
Princor Financial Services Corp
Disclosures
Please visit the SEC profile of Sagen Augustin 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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Indianapolis, IN
Bonita Springs, FL
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