Lakeside Financial Services, LLC
Lakeside Financial Services, LLC (CRD# 126956) is a financial advisory firm headquartered in Cornelius, NC. They manage $12,518,708 in 63 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$198,710
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
William Dagit (CRD# 4558551) is an Investment Advisor Representative working at Lakeside Financial Services, LLC in Cornelius, NC and has over 15 years of experience in the finance industry.