Kathleen Carrico (CRD# 2286472) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Jerseyville, IL and has over 31 years of experience in the finance industry.
CRD# 2692648
Arbor Point Advisors
CRD# 6389695
Lpl Financial LLC
CRD# 4854386
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| La Salle St. Securities, Inc. | Chicago, IL | Sep 1992 - Current | 31 |
| Carrollton Bank | Carrollton, IL | Aug 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- IL
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Total Assets Under Management3,475MILLIONS
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Total Number of Accounts10,422ACCOUNTS
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Average Account Value$333,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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