Progress Alliance Investment Services

Progress Alliance Investment Services (CRD# 122687) is a financial advisory firm headquartered in , . They manage $2,200,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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.


Financial Advisors at Progress Alliance Investment Services
Showing 1 - 1 of 1 top financial advisors.
Jay A. Lerman
CRD#: 4618014
Indianapolis, IN

Jay Lerman (CRD# 4618014) is an Investment Advisor Representative working at Progress Alliance Investment Services in Indianapolis, IN and has over 15 years of experience in the finance industry.

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