Peter Lewis (CRD# 5885486) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Mchenry, IL and has over 12 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lasalle St Securities LLC | Mchenry, IL | Sep 2016 - Current | 7 |
World Equity Group | Rolling Meadows, IL | Oct 2014 - Sep 2016 | 1 |
Fifth Third Securities | Northbrook, IL | Jun 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2011 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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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
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