Lakeview Capital Partners LLC
Legal Name: LAKEVIEW CAPITAL PARTNERS, LLC
Full Contact Details
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Lakeview Capital Partners LLC is legally known as LAKEVIEW CAPITAL PARTNERS, LLC. It is a GA Limited Liability Company. This firm has 26 employees, of which 19 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 5, 2013.

Lakeview Capital Charlotte
Careers | Contact Who We Are Our Approach What We Do Leadership Contact Us Insights What’s New Home Our mission is to provide our clients with a world-class experience in the management of their wealth – providing the deep resources of a large publicly owned firm and the client focus and respo…

Home | Lakeview Capital Partners
404-841-2224 Menu HomeOur Firm Vision & ValuesPeopleCurrent ResearchResearch LibraryIn The NewsIn the CommunityClient LoginContact Us Setting the New Standard in Wealth Management What’s your Vision? At Lakeview Capital Partners, our vision is to Set the New Standard in Wealth Management. We are …

Home - Lakeview - Independent Investment Consultants
800.725.2974 [email protected] Home About Mission and Guiding Principle Our Philosophy Our Team Who We Serve Institutional Investors High Net Worth Investors Socially Responsible Investors How We Help Our Process The Lakeview Institutional Difference What’s Happening Contact Us Menu Home A…

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Direct Owners
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COURTNEY LYNNE TOMLIN
VICE PRESIDENT OF OPERATIONS/CHIEF COMPLIANCE OFFICER owns less than 5%
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JOHN THOMAS WILLIAMS
CHIEF EXECUTIVE OFFICER/MANAGER owns less than 5%
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LAKEVIEW CAPITAL HOLDINGS, LLC
MANAGER owns more than 50% but less than 75%
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COURTNEY TOMLIN
CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER owns less than 5%
Indirect Owners
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ANA KOLAR
MANAGER
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BRIAN G. SIMMONS
MANAGER
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CAROLYN LAROCCO
MANAGER owns more than 25% but less than 50%
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KYLE ALLEN TOMLIN
MANAGER owns more than 50% but less than 75%
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LAKEVIEW ADVISORS, LLC
MANAGER
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LESTER M BRACKLEY
MANAGER
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LONE PEAK CAPITAL GROUP, LLC
MANAGER owns more than 50% but less than 75%
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WILLIAM TOWNSON GRASTY
MANAGER
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