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
Lakeland Investor Services, Inc.
By the Numbers
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Total Assets Under Management16MILLION
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Total Number of Accounts132ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Lakeland Investor Services, Inc.
1
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.
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