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PL

Peter Lucina

LASALLE ST SECURITIES, L.L.C.
Elmhurst, IL 60126-1131
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CRD#: 1522397
PL

Professional summary


Peter Lucina is a registered financial advisor currently at LASALLE ST SECURITIES, L.L.C. located in Elmhurst, Illinois.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1986. Peter has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Peter Lucina's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 13, 1996 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 940 N. Industrial Dr., Elmhurst, IL 60126-1131
BD
CRD#: 7191
Elmhurst, IL
Past

January 5, 2011 - December 31, 2011

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA
CRD#: 109701
ELMHURST, IL
Past

May 5, 1999 - December 31, 2008

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA
CRD#: 109701
ELMHURST, IL
Past

January 3, 1995 - June 26, 1996

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

August 5, 1994 - December 12, 1994

LEXINGTON SECURITIES, INC.

BD
CRD#: 13102
CHICAGO, IL
Past

June 23, 1992 - July 28, 1994

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO
Past

September 7, 1988 - July 9, 1992

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

August 29, 1988 - October 29, 1988

GRAYSTONE NASH, INC.

BD
CRD#: 10635
Past

May 24, 1988 - July 19, 1988

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
Past

February 2, 1987 - May 28, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

September 29, 1986 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/23/2018)
RR
Arizona
(7/15/1996)
RR
Arkansas
(2/8/2024)
RR
California
(7/12/1996)
RR
Colorado
(2/11/2005)
RR
Connecticut
(8/26/2014)
RR
Florida
(2/4/2005)
RR
Georgia
(5/2/2013)
RR
Idaho
(9/1/2021)
RR
Illinois
(7/31/1996)
RR
Indiana
(8/27/2021)
RR
Iowa
(1/7/2013)
RR
Louisiana
(1/8/2013)
RR
Maryland
(2/24/1998)
RR
Massachusetts
(1/9/2013)
RR
Michigan
(2/7/2005)
RR
Minnesota
(7/29/1996)
RR
Nebraska
(7/17/1996)
RR
Nevada
(2/20/1998)
RR
New Hampshire
(2/24/2015)
RR
New Jersey
(7/29/1996)
RR
New Mexico
(1/4/2013)
RR
New York
(7/30/1997)
RR
North Dakota
(1/4/2013)
RR
Ohio
(7/16/1996)
RR
Oklahoma
(8/3/2012)
RR
Pennsylvania
(7/17/1996)
RR
Rhode Island
(1/4/2013)
RR
South Carolina
(7/6/2020)
RR
Texas
(7/15/1996)
RR
Virginia
(10/11/2017)
RR
Washington
(10/29/1996)
RR
Wisconsin
(7/16/1996)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LASALLE ST SECURITIES, L.L.C.
LA SALLE ST. SECURITIES, INC. | LASALLE ST SECURITIES, L.L.C.

CRD#: 7191 / SEC#: , 8-18860

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Mailing Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Phone number
(630) 600-0500
Established
Delaware since 04/23/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LASALLE ST. HOLDINGS LLC F/K/A MCDERMOTT HOLDINGS I, L.P.100% OWNER
BEAVER, REGAN ALANCHIEF COMPLIANCE OFFICER4621953
DROZD, MICHAEL MITCHELLCHIEF INVESTMENT OFFICER6015178
SCHLESSER, DANIEL JOHNC.F.O./TRES./C.O.O1788458

Disclosures


Regulatory Event15
Arbitration4
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LASALLE ST SECURITIES, L.L.C.

CRD#: 7191Elmhurst, IL 60126-1131

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Contact information


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