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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lakeside Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
William G. Dagit
CRD#: 4558551
18127 West Catawba Avenue, Cornelius, NC 28031

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.

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