Lakeview Capital Partners

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

1201 Peachtree St NE Ste 1850, Atlanta, ...

Phone Number

(404) 841-2224

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
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1

About Lakeview Capital Partners

Lakeview Capital Partners is an Atlanta, Georgia-based wealth management firm committed to evolving the investment advisory space through transparency, communication, tailored advice, and an innovative investing platform. The firm is advisor-owned, with each advisor fundamentally involved in the firm's direction and decision-making while retaining independence to provide personalized service. Lakeview Capital Partners is dedicated to managing the risks of accruing and preserving wealth with clarity and a human-centered approach. Securities are offered through SA Stone Wealth Management, Inc., a FINRA and SIPC member.Explore more
Lakeview Capital Partners's Social MediaPopular SearchesLakeview Capital PartnersLakeview Capital Partners LLCLakeview Capital LLClcpwealth.comLakeview CapitalSIC Code 62,628NAICS Code 52,523Show more

Lakeview Capital Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lakeview Capital Partners

<$5M
11-50
Private
-
2013
<$5M
1-10
Private
-
2007
AK
Alison KochOffice Manager
<$5M
1-10
Private
-
1996
<$5M
1-10
Private
-
2013
MP
Michelle PritchardClient Service Associate
<$5M
1-10
Private
-
2009
JR
John RaudatFinancial Planner & Founder
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lakeview Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lakeview Capital Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lakeview Capital Partners.

Lakeview Capital Partners Tech Stack

A closer look at the technologies used by Lakeview Capital Partners

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Frequently Asked Questions Regarding Lakeview Capital Partners

What is Lakeview Capital Partners's official website?
Lakeview Capital Partners's official website is www.lcpwealth.com
What is Lakeview Capital Partners's Revenue?
Lakeview Capital Partners's revenue is <$5 Million
What is Lakeview Capital Partners's SIC code?
Lakeview Capital Partners's SIC: 62,628
What is Lakeview Capital Partners's NAICS code?
Lakeview Capital Partners's NAICS: 52,523
How many employees does Lakeview Capital Partners have?
Lakeview Capital Partners has 11-50 employees
What industry does Lakeview Capital Partners belong to?
Lakeview Capital Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Lakeview Capital Partners competition?
Lakeview Capital Partners top competitors include: Capstone Financial Partners, Anchor Wealth Management Group, Wealth Advisory Services, Canoga Wealth Management
What technology does Lakeview Capital Partners use?
Some of the popular technologies that Lakeview Capital Partners uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Mimecast
How do I contact Lakeview Capital Partners?
Lakeview Capital Partners contact info: Phone number: (404) 841-2224 Website: www.lcpwealth.com
What does Lakeview Capital Partners do?

Lakeview Capital Partners is an Atlanta, Georgia-based wealth management firm committed to evolving the investment advisory space through transparency, communication, tailored advice, and an innovative investing platform. The firm is advisor-owned, with each advisor fundamentally involved in the firm's direction and decision-making while retaining... independence to provide personalized service. Lakeview Capital Partners is dedicated to managing the risks of accruing and preserving wealth with clarity and a human-centered approach. Securities are offered through SA Stone Wealth Management, Inc., a FINRA and SIPC member.Read More

What are Lakeview Capital Partners social media links?
Lakeview Capital Partners Linkedin page Lakeview Capital Partners Facebook page
Is Lakeview Capital Partners a public company?
Lakeview Capital Partners is private company therefore does not currently have an official ticker symbol
See more information about Lakeview Capital Partners

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