LaSalle St. Investment Advisors, LLC

LaSalle St. Investment Advisors, LLC

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About

I will provide experienced, professional investment advice to you on:

401k and IRA Rollovers

Retirement Planning

Asset Allocation Strategies

Mutual Funds

Individual Stocks and Bonds

Variable and Fixed Annuities

Small Business Retirement Plans (SEPs, SIMPLE IRAs)

Health and Life Insurance

We are accepting new clients with investable assets of $50 thousand to $50 million and anywhere in between!

For over 30 years, I have had the opportunity to help my clients reach for their financial goals. Whether you live in Virginia, Maryland, or across the country, I am interested in helping you, too.

Our initial financial planning process is 3 short steps:

First, you and I develop a plan together that identifies your goals, investment time frame, and risk tolerance level.

Second, I'll provide the expertise to recommend investments specifically for you with balance, diversification, and risk management as key components.

Third, we'll discuss and implement the actions necessary to try to fulfill your plan.

That's it from start to finish ... straightforward and uncomplicated.

And my ongoing commitment to you, once we've got your financial plan started, we'll speak or meet regularly to discuss your investments and update any changes to your financial situation or goals.

Contact me to get started and together we'll try to reach your financial goals!

Please keep in mind, investing does involve risks, including the potential for principal loss. Diversification and asset allocation do not assure a profit or guarantee against loss.


Highlights

1 employee
33 years in business
Serves Alexandria , VA

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Frequently asked questions

Our initial financial planning process is 3 short steps:

First, you and I develop a plan together that identifies your goals, investment time frame, and risk tolerance level.

Second, I'll provide the expertise to recommend investments specifically for you with balance, diversification, and risk management as key components.

Third, we'll discuss and implement the actions necessary to try to fulfill your plan.

That's it from start to finish ... straightforward and uncomplicated.

And my ongoing commitment to you, once we've got your financial plan started, we'll speak or meet regularly to discuss your investments and update any changes to your financial situation or goals.

Michael Graham is a Financial Advisor with LaSalle St. Investment Advisors, LLC, a registered investment advisor and a Registered Representative with LaSalle St. Securities, LLC, a full-service brokerage firm.

Both entities serve representatives and their clients nationwide.  Michael has been a financial services professional in the Washington, D.C. area since 1990 and a Registered Securities Principal since 1992.

Michael received a Master of Public Administration (MPA) degree from The George Washington University in Washington, DC and has been a resident of Northern Virginia since 1985. He is a former Vice-Chairman of the Arlington County Planning Commission and former member of the Board of Directors of AHC, Inc. (Arlington Housing Corp.).

For more information about our LaSalle Asset Management Program (LAMP) and our investment management fees, please click on the "About Us" tab at my branch website www.lasallest.us

Michael is currently working with new investment advisory client accounts with investable assets between $50,000 and $50,000,000. These non-discretionary accounts will use the LaSalle Asset Management Program (LAMP), an asset-based fee program.  

No load mutual fund trades are permitted in these accounts. 

The asset mangagement fee is automatically deducted monthly from the account as a set percentage of the account's monthly market value.  (See "LAMP Description" link at my branch website for a program and fee summary. 

Please review the LAMP Investment Advisory Agreement and Application for more detailed information on this program.)


Services offered

Financial Services And Planning