Choosri Lao, financial advisor Tinley Park IL
68 score

Choosri Lao

CRD Number: 4439433
Current Firm: Kcd Financial, Inc.

Choosri Lao (CRD# 4439433) is an Investment Advisor Representative working at Kcd Financial, Inc. in Tinley Park, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Kcd Financial, Inc. Green Bay, WI Mar 2016 - Current 1
Choosri Lao Financial Services Tinley Park, IL Jan 2009 - Current 8
Cetera Advisor Networks LLC El Segundo, CA Apr 2014 - Dec 2015 1
Questar Asset Management Minneapolis, MN May 2010 - Jan 2013 2
Questar Capital Minneapolis, MN Feb 2010 - Jan 2013 2
Unemployed Tinley Park, IL Nov 2008 - Jan 2009 < 1
Pruco Securities,llc Frankfort, IL Aug 2001 - Nov 2008 7
Prudenital Insurance Company Of America Frankfort, IL Aug 2001 - Nov 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination May 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Choosri Lao
Phone Number: 920-347-3400
Registered State(s):
  • CA
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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