Lionsight Capital, LLC
Lionsight Capital, LLC (CRD# 163757) is a financial advisory firm headquartered in , . They manage $9,000,000 in 48 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$187,500
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, NC, TX
Joseph Calabrasi (CRD# 5215899) is an Investment Advisor Representative working at Lionsight Capital, LLC in Matthews, NC and has over 12 years of experience in the finance industry. Joseph Calabrasi 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.