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Lara Michelle Dalton

Embree Financial Group

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About Lara Michelle Dalton

Lara Dalton is a financial advisor with Embree Financial Group. Lara has been in the financial industry since 2008 and holds the Series 7, Series 66, and SIE licenses. Lara is a Certified Financial Planner and has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Lara also has a 20% membership in LOBO One LLC, which is a venture capital/angel investing LLC. Lara has experience with financial planning, pension consulting, and portfolio management.

Firm Information

Lara Dalton is currently registered with Embree Financial Group. Embree Financial Group is a Chicago, IL-based investment advisory firm with approximately $2.28 billion in regulatory assets under management. The firm provides financial planning, pension consulting, publication of periodicals, selection of other advisers, and portfolio management for individuals, businesses, and pension and profit-sharing plans.
Embree Financial Group

440 N WELLS ST

CHICAGO, IL 60654

$2.28B

Assets Under Management

Not reported

Total Clients

13

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lara Dalton’s Registration & Firm History

IL

04/25/2024 - Present

Embree Financial Group (CHICAGO IL)

FL

11/12/2008 - 11/11/2015

UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)

FL

11/05/2008 - 11/14/2008

MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 04/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lara Michelle Dalton.
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