Paul
Mcconkey
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Paul Mcconkey is a financial advisor based in Elmhurst, Illinois who has 3 years of industry experience. Mcconkey works at Lasalle St. Investment Advisors, L.L.C. Throughout their career, Mcconkey has worked at Cadaret, Grant & Co., Inc, Mcconkey Financial Services, Lasalle St Securities LLC, Lasalle St Investment Advisors LLC and Mcconkey Insurance Services. Mcconkey holds a Series 63 license, certifying them as a securities broker, and is approved to work in California, Florida and Pennsylvania. Lasalle St. Investment Advisors, L.L.C is a registered investment company operating out of Elmhurst, IL. The investment advisory business has offices in 63 locations and a total of 131 people on staff. It controls $3 billion in assets across its 8,533 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 8,533 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules usually depend on which services the firm provides the client. However, fees billed by Lasalle St. Investment Advisors, L.L.C may include any blend 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
Paul Mcconkey Work History
Paul has been registered as a financial advisor for 3 years.*
Lasalle St Securities LLC
Lasalle St Investment Advisors LLC
Mcconkey Financial Services
Lasalle St Securities LLC
Mcconkey Insurance Services
Cadaret, Grant & Co., 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 Paul Mcconkey 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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Elmhurst, IL
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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