Herman
Lall
Pcg Wealth Management
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About this Advisor
Herman Lall is a financial advisor who works in Leawood, Kansas who has 5 years of relevant experience. Lall currently works for Pcg Wealth Management. Over the course of their career, they have held roles at Various Insurance Carriers For W & R Insurance Agencies, Waddell & Reed, Inc, V Wealth Advisors LLC, Pcg Wealth Advisors, LLC (Dba: Pcg Wealth Management) and Lpl Financial, LLC. Lall holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas and Texas. Pcg Wealth Management is a financial advisory company based in Leawood, KS. The company has offices in five locations and a total of 21 people on staff. It handles $589 million in assets under management between its 4,014 accounts, placing it among the bigger firms in the United States by assets under management. The firm advises five charitable organizations. Of its 4,014 accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on which service is offered. However, fees billed by Pcg Wealth Management likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pcg Wealth Management Brokerage Details
$588,569,382
21
4,014
$146,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Herman Lall Work History
Herman has been registered as a financial advisor for 5 years.*
Pcg Wealth Advisors, LLC (Dba: Pcg Wealth Management)
Lpl Financial, LLC
V Wealth Advisors LLC
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed, 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 Herman Lall 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 Pcg Wealth Management
Leawood, KS
Leawood, KS
Leawood, KS
Louisville, KY
Louisville, KY
Leawood, KS
Leawood, KS
Leawood, KS
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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