Sarah
Lall
Fifth Third Securities, Inc
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About this Advisor
Sarah Lall is a financial advisor who works in Lake Zurich, Illinois with a total of 9 years of industry experience. Lall is on the advisory team at Fifth Third Securities, Inc. Their career trajectory has included roles at Pnc Investments and Fifth Third Securities. Lall holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in Illinois. Fifth Third Securities, Inc is an advisory company headquartered in Cincinnati, OH. The firm has offices in 1,117 locations and a total of 1,205 financial advisors. It manages $7 billion in assets across its 41,519 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 41,519 accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. The business has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees largely depend on the type of services provided. Fees billed by Fifth Third Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,311,047,248
1,205
41,519
$176,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Sarah Lall Work History
Sarah has been registered as a financial advisor for 9 years.*
Fifth Third Securities
Pnc Investments
*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 Sarah Lall 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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