Advisor at LaSalle St. Investment Advisors, L.L.C.
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Firm
LaSalle St. Investment Advisors, L.L.C.
Location
Paris, AR 72855
Credentials
Series 66
Industry experience
18 years
Timothy Cleveland is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Wells Fargo Advisors. Cleveland is based in Paris, Arkansas. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both discretionary and non-discretionary investment strategies using various asset classes and is notable for its predominance of non-discretionary assets under management.
Based on LaSalle St. Investment Advisors, L.L.C.
Based on LaSalle St. Investment Advisors, L.L.C.
Financial planning fixed fees typically range from $1,000 to $7,500
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.80% $2,000,001 - $5,000,000: 1.60% $5,000,001 - $10,000,000: 1.40% $10,000,001 - Negotiated: Negotiated
Approximately $250/hour for financial planning services
Account minimum: $25,000 Fee-only: Financial planning fees approximately $250/hour or fixed fees ranging from $1,000 to $7,500
212 West Walnut Street
Paris, AR 72855
Arizona · Arkansas · Georgia · Michigan · Texas · Utah
LaSalle St. Investment Advisors, L.L.C.
2025 - Present (1 year)
LaSalle St. Securities, LLC
2025 - Present (1 year)
LPL Financial
2019 - Present (7 years)
Wells Fargo Advisors
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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Crews & Associates, inc.
Series 66
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LaSalle St. Investment Advisors, L.L.C.
Series 63, Series 66
Booneville, AR
Csenge Advisory Group, LLC
Series 66
Paris, AR
Ameriprise
Series 66
Clarksville, AR
Edward Jones
Series 66
Booneville, AR
Ameriprise
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