Larry
Goddard

Lasalle St. Investment Advisors, L.L.C

CRD#2748995
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Larry Goddard is a financial advisor based in Oklahoma City, Oklahoma, working with Lasalle St. Investment Advisors, L.L.C. Larry has previously held positions at Lasalle St. Securities, LLC and Lasalle St. Investment Advisors, LLC. Larry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas, Ohio, Oklahoma, and Texas. Currently, Larry is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Oklahoma City, Oklahoma. 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

Series 63, Series 65

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

3600 Nw 138Th Avenue Suite 102
Oklahoma City, OK 73134

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

Total Assets Under Management

$3,475,023,837

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

141

OK Average: 44
Total Number of Accounts

10,422

OK Average: 2,564
Average Account Size

$333,432

OK Average: $2,603,165

Investment Advisory Services

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

Larry Goddard Work History

2009 - Present (15 years)

Lasalle St. Securities, LLC

2009 - Present (15 years)

Lasalle St. Investment Advisors, LLC

Disclosures

Please visit the SEC profile of Larry Goddard 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

John Forbes
Escondido, CA
Jared Shirk
Fort Wayne, IN
Timothy Harrison
New Castle, PA
Shaena Yorke
Strongsville, OH
Cameron Crone
Odessa, TX
Erin Ortiz
Tyler, TX
Christopher Hoy
Providence, RI
Graysen Vukasin
Elmhurst, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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