Lake Mary Wealth Management, LLC

Lake Mary Wealth Management, LLC (CRD# 121817) is a financial advisory firm headquartered in Lake Mary, FL. They manage $73,769,451 in 187 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $394,489
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
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 Mary Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paula M. Taylor
CRD#: 4598789
3098 W. Lake Mary Boulevard, Suite 200, Lake Mary, FL 32746
90
Wealthminder
score

Paula Taylor (CRD# 4598789) is an Investment Advisor Representative working at Lake Mary Wealth Management, LLC in Lake Mary, 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.

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