Randy Lakes (CRD# 2113026) is an Investment Advisor Representative working at Grove Point Advisors, LLC in La Plata, MD and has over 33 years of experience in the finance industry.
CRD# 5969842
Reframe Wealth, LLC
CRD# 1468255
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1685657
Your Best Path, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Nov 2003 - Current | 20 |
| Rlmm Enterprises, LLC | Waldorf, MD | Jun 2006 - Jul 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- MD
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Total Assets Under Management2,360MILLIONS
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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