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Erin O

Series 63, Series 66

Tyler, TX

LaSalle St. Investment Advisors, L.L.C.

Erin Ortiz is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LaSalle St. Securities since 2014. Outside of her advisory role, Ortiz serves as a Girl Scouts troop leader and is involved in managing two online businesses linked to her daughter. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pensions, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix uncommon among large enterprise advisers.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Vernon N

Series 63, Series 65

Tyler, TX

LaSalle St. Investment Advisors, L.L.C.

Vernon Nicholson is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience, all with LaSalle St. Investment Advisors since 2011. In addition to his advisory role, he manages Nieldson Insurance Group, a life, health, and casualty insurance agency. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable focus on managing a larger proportion of assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Cheryl G

Series 63, Series 66

Tyler, TX

LaSalle St. Investment Advisors, L.L.C.

Cheryl Germany Higgins is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, Texas, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior firms include Chase Investment Services Corp. and Banc One Securities Corporation. Higgins volunteers monthly at a nonprofit free medical clinic in her community. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including third-party manager selection, with a notable emphasis on managing non-discretionary assets.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Jocelyn B

Series 65

Tyler, TX

LaSalle St. Investment Advisors, L.L.C.

Jocelyn Bryant is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with five years of industry experience. She holds a Series 65 designation and has worked at LaSalle St. Investment Advisors since 2018. Jocelyn is also involved with Wealth Space, LLC, an alternative investment business. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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