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Joseph Jerome Jr Lastelick

GURUN INVESTMENT ADVISORS, INC.·DALLAS, Texas
Unclaimed Profile
4925 GREENVILLE AVENUE, DALLAS, TX 75206-4021CRD# 2822734Firm CRD# 37503
01

About

Joseph Jerome Jr Lastelick is a registered financial advisor based in DALLAS, Texas, affiliated with GURUN INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHITEROCK WEALTH MANAGEMENT CO.
WHITEROCK WEALTH MANAGEMENT CO.
AUM
$255M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WHITEROCK WEALTH MANAGEMENT CO. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2822734
Firm CRD# 37503
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Jerome Jr Lastelick offer?
Joseph Jerome Jr Lastelick specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Joseph Jerome Jr Lastelick's credentials?
Joseph Jerome Jr Lastelick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Jerome Jr Lastelick located?
Joseph Jerome Jr Lastelick is based in DALLAS, Texas, working with GURUN INVESTMENT ADVISORS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Joseph Jerome Jr Lastelick charge for services?
Joseph Jerome Jr Lastelick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GURUN INVESTMENT ADVISORS, INC.?
GURUN INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GURUN INVESTMENT ADVISORS, INC.

David Peter Gurun
DALLAS, TX
Charles Henry Mr. Martin
DALLAS, TX
James Robert Ruffing
DALLAS, TX
John Joseph Gurun
DALLAS, TX

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