James
Kelly
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
James Kelly is a financial advisor based out of Front Royal, Virginia who has 17 years of relevant experience. Kelly is on the advisory team at Lasalle St. Investment Advisors, L.L.C. Their career trajectory has included roles at Lasalle St. Investment Advisors, LLC and Lasalle St Securities, L.L.C. Kelly maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Alabama, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Virginia, West Virginia and Wisconsin. Lasalle St. Investment Advisors, L.L.C is a company that has its headquarters in Elmhurst, IL. The investment advisory business has offices in 63 locations and a total of 131 employees. It handles $3 billion in total assets among its 8,533 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 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 investable assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely vary depending on which services the firm provides the client. Fees charged by Lasalle St. Investment Advisors, L.L.C most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lasalle St. Investment Advisors, L.L.C Brokerage Details
$2,728,117,681
131
8,533
$319,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Kelly Work History
James has been registered as a financial advisor for 17 years.*
Lasalle St. Investment Advisors, LLC
Lasalle St Securities, L.L.C
*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 James Kelly 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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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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