Lakeview Capital Partners, LLC

Lakeview Capital Partners, LLC (CRD# 165931) is a financial advisory firm headquartered in Atlanta, GA. They manage $3,356,232,525 in 2,881 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,356
    MILLION
  • Total Number of Accounts
    2,881
    ACCOUNTS
  • Average Account Value
    $1,164,954
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AL, CA, CT, FL, GA, IL, LA, MA, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Lakeview Capital Partners, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Amos T. Beason
CRD#: 1108655
17 1/2 N. Lafayette Square, Lagrange, GA 30240

Amos Beason (CRD# 1108655) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Lagrange, GA and has over 21 years of experience in the finance industry.

2
Elizabeth A. Bosworth
CRD#: 6116443
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361

Elizabeth Bosworth (CRD# 6116443) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Elizabeth Bosworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James C. Bridges
CRD#: 5281882
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361

James Bridges (CRD# 5281882) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 13 years of experience in the finance industry. James Bridges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Deanna A. Brown
CRD#: 4268868
Jacksonville, FL

Deanna Brown (CRD# 4268868) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Jacksonville, FL and has over 19 years of experience in the finance industry. Deanna Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Stephen A. Colavito
CRD#: 2418662
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361

Stephen Colavito (CRD# 2418662) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

6
Kyle W. Crawford
CRD#: 4565459
17 1/2 N. Lafayette Square, Lagrange, GA 30240

Kyle Crawford (CRD# 4565459) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Lagrange, GA and has over 17 years of experience in the finance industry. Kyle Crawford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Willis B. Dobbs
CRD#: 5683198
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361

Willis Dobbs (CRD# 5683198) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

8
James P. Funk
CRD#: 4140260
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361

James Funk (CRD# 4140260) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 20 years of experience in the finance industry. James Funk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
William T. Grasty
CRD#: 3090316
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361

William Grasty (CRD# 3090316) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

10
Carolyn Larocco
CRD#: 1720792
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361

Carolyn Larocco (CRD# 1720792) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 26 years of experience in the finance industry. Carolyn Larocco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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