James Kelly (CRD# 2776736) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Front Royal, VA and has over 27 years of experience in the finance industry.
CRD# 6708043
The Hoerner Planning Group, LLC
CRD# 3112372
Interactive Financial Advisors
CRD# 1829040
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lasalle St. Investment Advisors, LLC | Front Royal, VA | May 2006 - Current | 17 |
| Lasalle St Securities, LLC | Chicago, IL | Sep 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
- AL
- CA
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- LA
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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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