Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Gregory Shirk is a financial advisor based out of Fort Wayne, Indiana who has 10 years of relevant experience. Shirk currently works for Lasalle St. Investment Advisors, L.L.C. Shirk has gained experience at Lasalle St. Securities, L.L.C and Lasalle St. Investment Advisors, L.L.C. Shirk has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Indiana, Michigan, North Carolina, Ohio and Texas. Lasalle St. Investment Advisors, L.L.C is a company operating out of Elmhurst, IL. The investment advisory business has offices in 63 locations and a total of 131 employees. It administers $3 billion in assets among its 8,533 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 8,533 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. Lasalle St. Investment Advisors, L.L.C has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically depend on which services are provided. However, fees charged by Lasalle St. Investment Advisors, L.L.C most likely consist 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
Gregory Shirk Work History
Gregory has been registered as a financial advisor for 10 years.*
Lasalle St. Securities, L.L.C
Lasalle St. Investment Advisors, L.L.C
*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 Gregory Shirk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lasalle St. Investment Advisors, L.L.C
Fort Wayne, IN
Willow Grove, PA
Oklahoma City, OK
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