Cheryl L. Germany-higgins

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

TYLER, TX 75701

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CRD#: 3055039

Professional summary

Cheryl Lynn Germany-higgins, who also goes by Cheryl Lynn Germany, Cheryl Lynn Gilbreath, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Tyler, Texas and LASALLE ST SECURITIES, L.L.C. located in Tyler, Texas.

Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Cheryl has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cheryl Lynn Germany | Cheryl Lynn Gilbreath

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.

FIXED INSURANCE; LASALLE ST. INVESTMENT ADVISORS, LLC; CORNERSTONE FREE MEDICAL CLINIC -604 W 4TH STREET TYLER, TX 75701. NON-PROFIT CLINIC THRU CORNERSTONE FREE MEDICAL CLINIC PROVIDING FREE MEDICAL CARE TO THE COMMUNITY. START DATE: 11-15-11, 1 SATURDAY/ MONTH. NO COMPENSATION;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Lynn Germany-higgins'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

August 26, 2008 - Present

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

Office #1: 3304 South Broadway Suite 101, Tyler, TX 75701

RIA

CRD#: 109701

TYLER, TX

Current

August 26, 2008 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 6633 Oak Hill Blvd Suite 100, Tyler, TX 75703

CRD#: 7191

TYLER, TX

Past

July 6, 2005 - August 4, 2008

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

TYLER, TX

Past

July 6, 2005 - August 4, 2008

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

TYLER, TX

Past

March 18, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

TYLER, TX

Past

May 14, 1998 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

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

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

IAR

Arizona
(1/24/2022)

IAR

Arkansas
(1/24/2022)

IAR

Florida
(7/20/2021)

IAR

Georgia
(4/27/2022)

IAR

Hawaii
(3/21/2025)

IAR

Kansas
(10/21/2022)

IAR

Kentucky
(4/22/2025)

IAR

Louisiana
(1/7/2022)

IAR

North Carolina
(1/6/2022)

IAR

Oregon
(1/4/2022)

IAR

Pennsylvania
(4/16/2013)

Texas
(8/26/2008)

IAR

Texas
(8/26/2008)

IAR

Virginia
(2/28/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/4/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/18/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/11/1998

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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Contact information

Main Address

940 N. Industrial Dr., Elmhurst, IL 60126-1131

Mailing Address

Phone number

(630) 600-0500

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LSIA ADV PART 2A 01-02-18 (12/3/2025)

Regulatory assets under management

Total Number of Accounts	11,941
AUM (Assets Under Management)	$ 4,346,509,887

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.

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Firm Stability Insights

Cheryl L. Germany-higgins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Lynn Germany-higgins's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2005

Series 63

Date: 5/18/1998

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2003

Series 6

Date: 5/11/1998

FINRA

Current Firm

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

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

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

TRUST BUT VERIFY

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