Lakeview Capital Partners, LLC
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About this Advisor
Summer Roberts is a certified financial planner based in Atlanta, Georgia. Currently an investment advisor with Lakeview Capital Partners, LLC, Roberts has 11 years of experience as a registered investment advisor. Roberts holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Roberts can serve customers in Georgia. Their career trajectory has included roles at Morgan Keegan & Company, Inc, Purshe Kaplan Sterling, Ha&W Wealth Management, Ha&W Risk Management, Lakeview Capital Partners, LLC, Sterne Agee Financial Services, Inc, Family Capital Advisors, LLC and Purshe Kaplan Sterling Investments. Lakeview Capital Partners, LLC is headquartered in Atlanta, Georgia, and has two other brick-and-mortar locations across the United States. In total, Lakeview Capital Partners, LLC oversees $3 billion in assets dispersed across 2,170 client accounts and employs 25 staff members. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 1,841 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 8% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Lakeview Capital Partners, LLC can offer 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. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Lakeview Capital Partners, LLC Brokerage Details
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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
Summer Roberts Work History
Summer has 11 years of experience.
Family Capital Advisors, LLC
Purshe Kaplan Sterling Investments
Lakeview Capital Partners, LLC
Sterne Agee Financial Services, Inc
Purshe Kaplan Sterling
Ha&W Wealth Management
Ha&W Risk Management
Morgan Keegan & Company, Inc
Summer Roberts has no disclosures.
Please visit their SEC profile for more details.