Matthew Powell (CRD# 1954670) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Cincinnati, OH and has over 34 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lasalle St Securities | Elmhurst, IL | Sep 2018 - Current | 5 |
| Lasalle St Investment Advisors | Elmhurst, IL | Sep 2018 - Current | 5 |
| Broker Dealer Financial Services Corp. | Cincinnati, OH | Mar 2010 - Current | 14 |
| Pnc Investments | Loveland, OH | Nov 2009 - Current | 14 |
| Natcity Investments, Inc. | Cleveland, OH | Oct 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- FL
- IN
- KY
- NM
- OH
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Total Assets Under Management3,475MILLIONS
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Total Number of Accounts10,422ACCOUNTS
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Average Account Value$333,432
- 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
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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