Jeffrey
Talarico
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Jeffrey Talarico is a financial advisor working in Elmhurst, Illinois, with a total of 4 years of relevant experience. Talarico is currently employed by Lasalle St. Investment Advisors, L.L.C. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Lasalle St Securities LLC and Lasalle St Investment Advisors LLC. Talarico maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Arizona, Louisiana, Ohio and Texas. Lasalle St. Investment Advisors, L.L.C is a firm based in Elmhurst, IL. The firm has offices in 63 locations and a total of 131 people on staff. It oversees $3 billion in assets among its 8,533 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 8,533 accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets available to invest. Lasalle St. Investment Advisors, L.L.C offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules typically are based on the financial services. Fee types charged by Lasalle St. Investment Advisors, L.L.C can be comprised of 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
$2,728,117,681
131
8,533
$319,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Talarico Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Lasalle St Securities LLC
Lasalle St Investment Advisors LLC
Ameriprise Financial Services, 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 Jeffrey Talarico 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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