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
By the Numbers
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Total Assets Under Management27MILLION
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Total Number of Accounts107ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TN, TX
Financial Advisors at Lakeland Wealth Management LLC
1
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.
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