Lake Point Wealth Management LLC
Legal Name: LAKE POINT WEALTH MANAGEMENT, LLC
Full Contact Details
Lake Point Wealth Management LLC
1 HORIZON COURT, HEATH, TX
214-771-3363 EXT 1000
469-402-0698
Other Info
Lake Point Wealth Management LLC is a registered Texas limited liability company that boasts of 13 employees, all of whom are advisors. As a registered SEC investment advisor, the firm has been approved and registered since June 2017. Although the exact number of clients the firm serves is unknown, investors can be confident in the expertise and professionalism of the advisors.
Lake Point Advisory Group | Texas Financial & Retirement Planning
The Texas investment adviser representatives at Lake Point Advisory Group provide financial & retirement planning in Rockwall, throughout TX, and in Sandy, UT.
Direct Owners
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BRITTANY NICOLE REVILLE
CHIEF COMPLIANCE OFFICER owns less than 5%
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HOWARD REID JOHNSON
OWNER owns 75% or more
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JEAN ELLEN PATTON
CHIEF OPERATING OFFICER owns less than 5%