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Financial ADVSR advisor directory · SEC adviser records

Lakewood Financial Group, LLC financial advisors

Every SEC-registered investment adviser representative at Lakewood Financial Group, LLC, by the state and city of the office they work from.

The short answer

3 registered advisors work at Lakewood Financial Group, LLC, in 3 states and 3 cities; the most are in Evanston, IL (1). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Lakewood Financial Group, LLC advisor by name →Who joined and left Lakewood Financial Group, LLC →

Cities with the most Lakewood Financial Group, LLC advisors

Evanston, IL 1Newport Beach, CA 1Tafton, PA 1

Lakewood Financial Group, LLC advisors by state

Lakewood Financial Group, LLC in California 1

Newport Beach 1

Lakewood Financial Group, LLC in Illinois 1

Evanston 1

Lakewood Financial Group, LLC in Pennsylvania 1

Tafton 1

Questions

How many financial advisors does Lakewood Financial Group, LLC have?

3 investment adviser representatives are registered with Lakewood Financial Group, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Lakewood Financial Group, LLC have the most advisors?

Evanston, IL, with 1 registered advisors, then Newport Beach, CA (1). By state, California has the most, with 1.

How do I find a Lakewood Financial Group, LLC financial advisor near me?

Pick your state below, then your city, to see every Lakewood Financial Group, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Lakewood Financial Group, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →