Lakeside Financial Services, LLC
Lakeside Financial Services, LLC (CRD# 126956) is a financial advisory firm headquartered in Cornelius, NC. They manage $18,763,887 in 63 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lakeside Financial Services, LLC
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts63ACCOUNTS
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Average Account Value$297,839
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, PA
Financial Advisors at Lakeside Financial Services, LLC
No Advisor Found.
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