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).
Total Assets Under Management328MILLION
Total Number of Accounts1,967ACCOUNTS
Average Account Value$166,704
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, WA
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.