Lakeside Financial Planning, LLC

Lakeside Financial Planning, LLC (CRD# 170716) is a financial advisory firm headquartered in , . They manage $45,525,421 in 138 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $329,894
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.

MA, NH

Financial Advisors at Lakeside Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jared T. Hoole
CRD#: 4640148
Windham, NH

Jared Hoole (CRD# 4640148) is an Investment Advisor Representative working at Lakeside Financial Planning, LLC in Windham, NH and has over 10 years of experience in the finance industry.

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