Lake Advisory Group

Lake Advisory Group (CRD# 268824) is a financial advisory firm headquartered in The Villages, FL. They manage $27,370,000 in 233 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $117,468
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Lake Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
Keith A. Simpson
CRD#: 3273712
8564 E. Cr 466, Suite 305, The Villages, FL 32162
93
Wealthminder
score

Keith Simpson (CRD# 3273712) is an Investment Advisor Representative working at Lake Advisory Group in The Villages, FL and has over 16 years of experience in the finance industry.

2
Joshua A. Simpson
CRD#: 6412929
8564 E. Cr 466, Suite 305, The Villages, FL 32162
87
Wealthminder
score

Joshua Simpson (CRD# 6412929) is an Investment Advisor Representative working at Lake Advisory Group in The Villages, FL and has 1 year of experience in the finance industry.

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