Lakeland Investor Services, Inc.

Lakeland Investor Services, Inc. (CRD# 167100) is a financial advisory firm headquartered in , . They manage $7,000,000 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $68,627
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Lakeland Investor Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark W. Petro
CRD#: 4335772
Conneaut Lake, PA
93
Wealthminder
score

Mark Petro (CRD# 4335772) is an Investment Advisor Representative working at Lakeland Investor Services, Inc. in Conneaut Lake, PA and has over 15 years of experience in the finance industry.

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