James
Bridges

Lakeview Capital Partners, LLC

CRD#5281882
Investment Advisor
in Atlanta, GA
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About this Advisor

James Bridges is a certified financial planner operating out of Atlanta, Georgia, with a total of 11 years in the industry. Bridges is an employee of Lakeview Capital Partners, LLC. During their career, the advisor has held roles at Morgan Keegan, Purshe Kaplan Sterling Investments, Ha&W Wealth Mgmt, Ha&W Risk Mgmt, Lakeview Capital Partners, LLC, Sterne Agee Financial Services, Inc and Family Capital Advisors, LLC. Bridges has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Georgia. Lakeview Capital Partners, LLC is an advisory business that has its headquarters in Atlanta, Georgia. The company has offices in two locations and a total of 25 employees. It manages $3 billion in total assets among its 2,170 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 10 charities and foundations. Of its 2,170 customer accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management vary depending on which service is offered. However, fee types charged by Lakeview Capital Partners, LLC likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1201 Peachtree Street Ne Suite 1850
Atlanta, GA 30361

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Lakeview Capital Partners, LLC Brokerage Details

Total Assets Under Management

$2,805,675,875

GA Average: $3,570,121,308
Total Number of Employees

26

GA Average: 58
Total Number of Accounts

2,259

GA Average: 1,608
Average Account Size

$1,241,999

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

James Bridges Work History

James has 11 years of experience.

2018 - Present (1 years)

Family Capital Advisors, LLC

2018 - Present (1 years)

Purshe Kaplan Sterling Investments

2014 - 2018 (4 years)

Lakeview Capital Partners, LLC

2014 - 2018 (4 years)

Sterne Agee Financial Services, Inc

2012 - 2014 (2 years)

Purshe Kaplan Sterling Investments

2012 - 2014 (2 years)

Ha&W Wealth Mgmt

2012 - 2014 (2 years)

Ha&W Risk Mgmt

2007 - 2012 (5 years)

Morgan Keegan

Disclosures

James Bridges has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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