Brian Malizia (CRD# 5167321) is an Investment Advisor Representative working at Lakeshore Capital Group, Inc. in Rolling Meadows, IL and has over 17 years of experience in the finance industry.
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
CRD# 1338669
William Blair & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lakeshore Capital Group, Inc. | Rolling Meadows, IL | Jun 2023 - Current | < 1 |
Lakeshore Capital Group, Inc. | Rolling Meadows, IL | Oct 2017 - Current | 6 |
J.w. Cole Financial, Inc. | Tampa, FL | Mar 2019 - Jun 2023 | 4 |
J.w. Cole Advisors, Inc. | Tampa, FL | Mar 2019 - Jun 2023 | 4 |
Global Financial Private Capital, LLC | Sarasota, FL | Jan 2018 - Mar 2019 | 1 |
Gf Investment Services, LLC | Sarasota, FL | Apr 2017 - Mar 2019 | 1 |
Fdx Capital LLC | Littleton, CO | Sep 2016 - Mar 2017 | < 1 |
Funds Distributor, LLC | Chicago, IL | Jun 2015 - Sep 2016 | 1 |
Mirae Asset Global Investments (usa) LLC | Chicago, IL | Jun 2015 - Aug 2016 | 1 |
Alpine Woods Capital Investors | Purchase, NY | Nov 2011 - May 2015 | 3 |
Quasar Distributors, LLC | Milwaukee, WI | Nov 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2007 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- IL
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts635ACCOUNTS
-
Average Account Value$195,308
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL
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