Summer
Roberts

Lakeview Capital Partners, LLC

CRD#4397627
Investment Advisor
in Atlanta, GA
Are you Summer Roberts? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Summer Roberts Work History

Summer 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

2012 - 2014 (2 years)

Ha&W Wealth Management

2012 - 2014 (2 years)

Ha&W Risk Management

2007 - 2012 (5 years)

Morgan Keegan & Company, Inc

Disclosures

Summer Roberts has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started