Christopher SpiresCRD Number: 3135732
Current Firm: Lakeview Capital Partners, LLC
Christopher Spires (CRD# 3135732) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Lakeview Capital Partners, LLC||Atlanta, GA||Jun 2013 - Current||3|
|Sterne Agee Financial Services, Inc.||Atlanta, GA||Jun 2013 - Current||3|
|Lakeview Capital Management, LLC||Atlanta, GA||Jan 2010 - Current||7|
|Triad Advisors||Norcross, GA||Jan 2010 - Jun 2013||3|
|Smith Barney||Atlanta, GA||Jun 2003 - Jan 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2004|
Total Assets Under Management2,080MILLIONS
Total Number of Accounts2,784ACCOUNTS
Average Account Value$747,160
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CT, FL, GA, IL, LA, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA
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