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Lawrence Patrick Grill

Lasalle ST. Investment Advisors, LLC

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About Lawrence Patrick Grill

Lawrence Grill is an investment advisor representative with Lasalle St. Investment Advisors, LLC. Lawrence Grill is a registered representative of the firm. Lawrence Grill has been in the industry since 1996. Lawrence Grill's specializations include financial planning, portfolio management for individuals and pension consulting. Lawrence Grill has worked for the firm since 2018. Previously, Lawrence Grill worked for Securities America, Inc., UMB Financial Services, Inc. and Essex National Securities, Inc. Lawrence Grill has a Series 63 and Series 65 license.

Firm Information

Lawrence Grill 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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Lawrence Grill’s Registration & Firm History

IL

01/12/2018 - Present

Lasalle ST. Investment Advisors, LLC (Champaign IL)

IL

03/28/2008 - 01/12/2018

SECURITIES AMERICA, INC. (CHAMPAIGN IL)

IL

06/24/1996 - 03/31/2008

UMB FINANCIAL SERVICES, INC. (CHAMPAIGN IL)

CA

07/29/1997 - 01/27/1999

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

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Licenses & Designations

IA

Issued 10/02/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Patrick Grill.
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