AdvisorOS Directory
Claim Profile
Unclaimed Profile
JP

Jose Luis Palacios

LION TRADING LLC·BOALSBURG, Pennsylvania
Clean recordLION TRADING LLC
1406 BRETON CIRCLE, BOALSBURG, PA 16827CRD# 7704408Firm CRD# 323228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Luis Palacios · BOALSBURG, PA
Registration
CRD #7704408 · LION TRADING LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jose Luis Palacios is a registered financial advisor based in BOALSBURG, Pennsylvania, affiliated with LION TRADING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Jose

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jose is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LION TRADING LLC
LION TRADING
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LION TRADING LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7704408
Firm CRD# 323228
View on FINRA BrokerCheck →

Looking for a financial advisor in BOALSBURG?

Browse all registered financial advisors in BOALSBURG, Pennsylvania or claim this profile if it's yours.

Browse BOALSBURG AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jose Luis Palacios offer?
Jose Luis Palacios specializes in Investment Management. Contact their office in BOALSBURG, Pennsylvania for a consultation.
What are Jose Luis Palacios's credentials?
Jose Luis Palacios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Luis Palacios located?
Jose Luis Palacios is based in BOALSBURG, Pennsylvania, working with LION TRADING LLC. Their office serves clients in the BOALSBURG metropolitan area and surrounding communities.
How does Jose Luis Palacios charge for services?
Jose Luis Palacios'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 LION TRADING LLC?
LION TRADING LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LION TRADING LLC

Arad Levytan
BOALSBURG, PA
George Adam Wetzel
BOALSBURG, PA
Jonathon Thomas Battista
BOALSBURG, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile