David
Love

Lasalle St. Investment Advisors, L.L.C

CRD#4788074
Investment Advisor
in Oklahoma City, OK

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About this Advisor

David Love is a financial advisor who works in Oklahoma City, Oklahoma with a total of 2 years of industry experience. Love is an employee of Lasalle St. Investment Advisors, L.L.C. During their career, the advisor has held roles at Icma-Rc and Womack Investment Advisers. Love holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Oklahoma. Lasalle St. Investment Advisors, L.L.C is a registered investment firm that has its headquarters in Elmhurst, IL. The firm has offices in 63 locations and a total of 131 financial advisors. It handles $3 billion in assets between its 8,533 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 8,533 client accounts, just 4% belong to high-net-worth investors 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 management fees vary depending on which service is offered. Fee types billed by Lasalle St. Investment Advisors, L.L.C can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6421 Avondale Dr Suite #210
Oklahoma City, OK 73116

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Lasalle St. Investment Advisors, L.L.C Brokerage Details

Total Assets Under Management

$2,728,117,681

OK Average: $6,674,516,078
Total Number of Employees

131

OK Average: 44
Total Number of Accounts

8,533

OK Average: 2,564
Average Account Size

$319,714

OK Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

David Love Work History

David has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Icma-Rc

2013 - 2016 (3 years)

Womack Investment Advisers

*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 David Love 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

Gregory Shirk
Fort Wayne, IN
Deborah Vinson
Tyler, TX
Steven Cook
Elmhurst, IL
Thomas Damasco
Willow Grove, PA
Scott Uebelhoer
Elmhurst, IL
David Love
Oklahoma City, OK
Kelly Hene
Elmhurst, IL
Phyllis Spears
Jeffersonville, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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