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 12 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 6 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 8 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 6 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 5 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 3 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 3 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 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.