John
Williams

Lakeview Capital Partners, LLC

CRD#4225657
Investment Advisor
in Atlanta, GA
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About this Advisor

John Williams is a certified financial planner operating in Atlanta, Georgia, with a total of 10 years in the industry. Williams currently works for Lakeview Capital Partners, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Lakeview Capital Partners, LLC and Sterne, Agee. Williams maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Georgia. Lakeview Capital Partners, LLC is a financial advisory firm headquartered in Atlanta, Georgia. The investment advisory business has offices in two locations and a total of 25 advisors. It handles $3 billion in assets between its 2,170 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 10 charities and foundations. Of its 2,170 customer accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. Lakeview Capital Partners, LLC provides a wide assortment 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. A financial advisor's fee schedules typically depend on the services offered. Fee types billed by Lakeview Capital Partners, LLC most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

John Williams Work History

John has 10 years of experience.

2013 - Present (6 years)

Lakeview Capital Partners, LLC

2013 - Present (6 years)

Sterne, Agee

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

John Williams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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