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James Lynn Spore

Lasalle ST. Investment Advisors, LLC

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About James Lynn Spore

James Lynn Spore is a financial professional with over 30 years of experience in the industry. James is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 6, 7, 24, and 63 licenses. James is currently registered with Lasalle ST. Investment Advisors, LLC, which provides financial planning and investment management services for individual and institutional clients. James specializes in providing financial planning, investment management, and retirement planning services.

Firm Information

James Spore is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Spore’s Registration & Firm History

IN

05/16/2016 - Present

Lasalle ST. Investment Advisors, LLC (Bloomington IN)

IL

07/21/1994 - 01/25/1996

LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)

IN

04/20/1993 - 02/01/1994

AUL EQUITY SALES CORP. (INDIANAPOLIS IN)

IN

03/26/1993 - 02/01/1994

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 04/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1996

Series 7 - General Securities Representative Examination

BC

Issued 03/25/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Lynn Spore.
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