Arthur Lavallie (CRD# 1544807) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Burr Ridge, IL and has over 37 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Burr Ridge, IL | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Burr Ridge, IL | Nov 2004 - Current | 19 |
| The Advisors Group Of Chicago, LLC | Oakbrook Terrace, IL | Dec 2003 - Current | 20 |
| The Advisors Group, Inc. | Chicago, IL | Jul 1986 - Current | 37 |
| Nfp Securities | Oakbrook Terrace, IL | Sep 2004 - Apr 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
- IL
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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