Lake Point Wealth Management, LLC

Lake Point Wealth Management, LLC (CRD# 170398) is a financial advisory firm headquartered in Heath, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

TX

Financial Advisors at Lake Point Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jonathan K. Lawton
CRD#: 5046284
1 Horizon Court, Heath, TX 75032
96
Wealthminder
score

Jonathan Lawton (CRD# 5046284) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 11 years of experience in the finance industry. Jonathan Lawton 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.

2
Chris R. Massenburg
CRD#: 5787134
1 Horizon Court, Heath, TX 75032
93
Wealthminder
score

Chris Massenburg (CRD# 5787134) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 5 years of experience in the finance industry.

3
James J. Proctor
CRD#: 5641831
1 Horizon Court, Heath, TX 75032
93
Wealthminder
score

James Proctor (CRD# 5641831) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 7 years of experience in the finance industry.

4
Stewart E. Fields
CRD#: 5881621
1 Horizon Court, Heath, TX 75032
90
Wealthminder
score

Stewart Fields (CRD# 5881621) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 5 years of experience in the finance industry.

5
Richard J. Moore
CRD#: 6111189
1 Horizon Court, Heath, TX 75032
90
Wealthminder
score

Richard Moore (CRD# 6111189) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 4 years of experience in the finance industry.

6
Aaron S. Boyce
CRD#: 6332279
1 Horizon Court, Heath, TX 75032
89
Wealthminder
score

Aaron Boyce (CRD# 6332279) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 2 years of experience in the finance industry.

7
Howard R. Johnson
CRD#: 6294312
1 Horizon Court, Heath, TX 75032
89
Wealthminder
score

Howard Johnson (CRD# 6294312) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 2 years of experience in the finance industry.

8
David A. Maxwell
CRD#: 4788174
1 Horizon Court, Heath, TX 75032
56
Wealthminder
score

David Maxwell (CRD# 4788174) is an Investment Advisor Representative working at Lake Point Wealth Management, LLC in Heath, TX and has over 2 years of experience in the finance industry.

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