Lakeview Financial Group LLC

Lakeview Financial Group LLC (CRD# 139594) is a financial advisory firm headquartered in Seattle, WA. They manage $327,907,520 in 1,967 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    1,967
    ACCOUNTS
  • Average Account Value
    $166,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AZ, CA, FL, WA

Financial Advisors at Lakeview Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Maureen E. Jones
CRD#: 1666605
1700 Westlake Ave N, Suite 325, Seattle, WA 98109
96
Wealthminder
score

Maureen Jones (CRD# 1666605) is an Investment Advisor Representative working at Lakeview Financial Group LLC in Seattle, WA and has over 22 years of experience in the finance industry. Maureen Jones 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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