Lake Mary Wealth Management, LLC
Lake Mary Wealth Management, LLC (CRD# 121817) is a financial advisory firm headquartered in Maitland, FL. They manage $64,580,963 in 187 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management65MILLION
Total Number of Accounts187ACCOUNTS
Average Account Value$345,353
- A percentage of assets under your management
- Hourly charges
- 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
Paula Taylor (CRD# 4598789) is an Investment Advisor Representative working at Lake Mary Wealth Management, LLC in Maitland, FL and has 1 year of experience in the finance industry. Paula Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.