Phyllis
Spears
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Phyllis Spears is a financial advisor based in Jeffersonville, Indiana, working with Lasalle St. Investment Advisors, L.L.C. Phyllis has previously held positions at J.P. Morgan Securities LLC, Invest Financial Corp, L&N Fcu, Lasalle St Securities LLC, and Lasalle St Investment Advisors LLC. Phyllis has passed the Series 66 regulatory exam and is registered to provide services in Florida, Indiana, Kentucky, Michigan, Virginia, and Wisconsin. Currently, Phyllis is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Jeffersonville, Indiana. The firm has 63 offices and 141 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Lasalle St. Investment Advisors, L.L.C Brokerage Details
$3,475,023,837
141
10,422
$333,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Phyllis Spears Work History
Lasalle St Securities LLC
Lasalle St Investment Advisors LLC
L&N Fcu
Invest Financial Corp
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Phyllis Spears 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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