Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Peter Lewis is a financial advisor operating in Mchenry, Illinois, with 7 years of relevant experience. Lewis is an advisor for Lasalle St. Investment Advisors, L.L.C. The advisor has gained experience at Fifth Third Securities, World Equity Group and Lasalle St Securities LLC. Lewis maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Alabama, California, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Ohio, Oregon, Pennsylvania, Texas and Wisconsin. Lasalle St. Investment Advisors, L.L.C is a registered investment business that has its headquarters in Elmhurst, IL. It has offices in 63 locations and a total of 131 financial advisors. It administers $3 billion in total assets between its 8,533 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 8,533 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. Lasalle St. Investment Advisors, L.L.C provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually depend on the type of financial services provided. Fee types charged by Lasalle St. Investment Advisors, L.L.C may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Lasalle St. Investment Advisors, L.L.C Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Peter Lewis Work History
Peter has been registered as a financial advisor for 7 years.*
Lasalle St Securities LLC
World Equity Group
Fifth Third Securities
*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.
Please visit the SEC profile of Peter Lewis 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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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 email@example.com.
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