Lakeland Investor Services, Inc.

Lakeland Investor Services, Inc. (CRD# 167100) is a financial advisory firm headquartered in , . They manage $16,300,169 in 132 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.lakelandinsurancellc.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $123,486
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
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 Petro, financial advisor Conneaut Lake PA
Mark W. Petro
CRD#: 4335772
Conneaut Lake, PA

Mark Petro (CRD# 4335772) is an Investment Advisor Representative working at Lakeland Investor Services, Inc. in Conneaut Lake, PA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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