Erin Ortiz, financial advisor Tyler TX

Erin Ortiz

CRD Number: 3142611
Current Firm: Lasalle St. Investment Advisors, LLC

Erin Ortiz (CRD# 3142611) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Tyler, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lasalle St. Securities, LLC Tyler, TX May 2014 - Current 9
Unemployed Flint, TX Nov 2012 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Erin C. Ortiz
Phone Number: 630-600-0500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,728
    MILLIONS
  • Total Number of Accounts
    8,533
    ACCOUNTS
  • Average Account Value
    $319,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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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