Lakeland Wealth Management LLC

Lakeland Wealth Management LLC (CRD# 173831) is a financial advisory firm headquartered in Memphis, TN. They manage $27,189,985 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1707 Kirby Parkway, Suite 100, Memphis, TN 38120
https://interactiveadvisors.com/lakeland-wealth-management
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $254,112
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Lakeland Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sreenivas Meka, financial advisor Memphis TN
Sreenivas Meka
CRD#: 6433808
1707 Kirby Parkway, Suite 100, Memphis, TN 38120

Sreenivas Meka (CRD# 6433808) is an Investment Advisor Representative working at Lakeland Wealth Management LLC in Memphis, TN and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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