Lakeland Investor Services, Inc.
Lakeland Investor Services, Inc. (CRD# 167100) is a financial advisory firm headquartered in , . They manage $9,909,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$79,272
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Mark Petro (CRD# 4335772) is an Investment Advisor Representative working at Lakeland Investor Services, Inc. in Conneaut Lake, PA and has over 17 years of experience in the finance industry.