Stephen
Brown

Lasalle St. Investment Advisors, L.L.C

CRD#846431
Investment Advisor
in Portland, OR

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About this Advisor

Stephen Brown is a financial advisor based in Portland, Oregon, working with Lasalle St. Investment Advisors, L.L.C. Stephen has previously held positions at Western International Securities, Inc, Lasalle St. Securities, LLC, and Lasalle St. Investment Advisors, LLC. Stephen has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California, North Carolina, and Oregon. Currently, Stephen is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Portland, Oregon. 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, Series 66

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

8835 Sw Canyon Ln. Ste 115
Portland, OR 97225

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

Total Assets Under Management

$3,475,023,837

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

141

OR Average: 44
Total Number of Accounts

10,422

OR Average: 2,564
Average Account Size

$333,432

OR Average: $2,603,165

Investment Advisory Services

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

Stephen Brown Work History

2024 - Present (1 year)

Lasalle St. Securities, LLC

2024 - Present (1 year)

Lasalle St. Investment Advisors, LLC

2006 - 2024 (18 years)

Western International Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephen Brown 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

Levi Trueblood
Elmhurst, IL
Graysen Vukasin
Elmhurst, IL
Christopher Hoy
Providence, RI
Steven Cook
Elmhurst, IL
Sagen Augustin
Bonita Springs, FL
Timothy Harrison
New Castle, PA
Jared Shirk
Fort Wayne, IN
Mark Hemmerly
Indianapolis, IN

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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