Adviser and broker representative · Lasalle St. Investment Advisors, L.l.c.
Phyllis R. Spears
CRD 2984166 · Jeffersonville, IN
At a glance
Phyllis R. Spears is an investment adviser representative with Lasalle St. Investment Advisors, L.l.c. in Jeffersonville, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Phyllis’s SEC record dates to 2001, about 24 years ago. Phyllis is also registered as a broker representative.
Current advisory firm
- Lasalle St. Investment Advisors, L.l.c.Since December 2017Jeffersonville, IN · $5.7B in regulatory assets
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 7 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Phyllis’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.