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Richard J Lashley

PL CAPITAL ADVISORS, LLC·NAPERVILLE, Illinois
Clean recordPL CAPITAL ADVISORS, LLC
20 EAST JEFFERSON AVENUE, NAPERVILLE, IL 60540CRD# 6035048Firm CRD# 162083

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard J Lashley · NAPERVILLE, IL
Registration
CRD #6035048 · PL CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard J Lashley is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with PL CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PL CAPITAL ADVISORS, LLC
PL CAPITAL ADVISORS, LLC
AUM
$305M
Regulatory assets under management
Employees
8
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6035048
Firm CRD# 162083
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05

Frequently Asked Questions

What services does Richard J Lashley offer?
Richard J Lashley specializes in Retirement Planning. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Richard J Lashley's credentials?
Richard J Lashley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard J Lashley located?
Richard J Lashley is based in NAPERVILLE, Illinois, working with PL CAPITAL ADVISORS, LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Richard J Lashley charge for services?
Richard J Lashley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PL CAPITAL ADVISORS, LLC?
PL CAPITAL ADVISORS, LLC has approximately 8 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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