Lakeside Financial Inc.

Lakeside Financial Inc. (CRD# 213517) is a financial advisory firm headquartered in , . They manage $27,880,988 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $260,570
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, WA

Financial Advisors at Lakeside Financial Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ronald K. Chan
CRD#: 6157319
Seattle, WA

Ronald Chan (CRD# 6157319) is an Investment Advisor Representative working at Lakeside Financial Inc. in Seattle, WA and has 1 year of experience in the finance industry.

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