Lakeview Capital Advisors

Lakeview Capital Advisors (CRD# 169246) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

OR

Financial Advisors at Lakeview Capital Advisors
Showing 1 - 1 of 1 top financial advisors.
1
James S. Patricelli
CRD#: 2290384
Lake Oswego, OR
93
Wealthminder
score

James Patricelli (CRD# 2290384) is an Investment Advisor Representative working at Lakeview Capital Advisors in Lake Oswego, OR and has over 18 years of experience in the finance industry.

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