Lakeside Financial Planning, LLC
Lakeside Financial Planning, LLC (CRD# 170716) is a financial advisory firm headquartered in , . They manage $45,525,421 in 138 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lakeside Financial Planning, LLC
By the Numbers
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Total Assets Under Management46MILLION
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Total Number of Accounts138ACCOUNTS
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Average Account Value$329,894
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Lakeside Financial Planning, LLC
1
Jared Hoole (CRD# 4640148) is an Investment Advisor Representative working at Lakeside Financial Planning, LLC in Windham, NH and has over 10 years of experience in the finance industry.
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