Featured Business Financial Advisor in Rockwall, TX
Rockwall Financial Advisors
Lake Point Advisory Group LLC
1 Horizon Court
Rockwall, TX 75032
(214) 771-3363
Advisor Profile
Reid Johnson
Name:  Reid Johnson
Phone Number:  (214) 771-3363
Website:  Visit Website

About Lake Point Advisory Group LLC

As financial professionals and fiduciaries, the advisors at Lake Point Advisory Group provide clients with the professional and individual attention necessary to help them achieve their financial goals. With 16+ years? in the financial services industry, we work closely with clients to help identify their financial needs and determine the best strategies to help meet their goals.

Our mission is to help people achieve financial security in order to enjoy retirement comfortably. We accomplish this by providing the most accurate and up-to-date information to our clients. We pride ourselves in always looking at an individual client's needs.

We assist seniors in reducing taxes on Social Security, increasing fixed monthly income and preserving your ?nest egg? you have worked so hard to accumulate. We address all issues that may affect seniors, whether it?s nursing home protection, estate preservation or cash management strategies.

Lake Point?s President Reid Johnson is the host of the morning radio show, Wealth Smart, on 660FM The Answer, which can be heard on Sunday mornings and has contributed his expertise to various media sites, including Wall Street Select, CNN, The Star Telegram, and most recently, Kiplinger.

Lake Point Advisory Group?s advisors service the entire North Texas area from Sherman to Waxahachie and East Texas to Weatherford as well as the North Houston area of the Woodlands.
 

General Information

CRD#:    6294312
Firm CRD#:    170398
SEC File#:    801-110687
States Licensed in:    TX
States Willing to do Business in:    Allen,Caddo Mills,Copeville,Crandall,Dallas,Farmersville,Fate,Forney,Garland,Greenville,Hutchins,Josephine,Lavon,Mesquite,Nevada,Plano,Princeton,Quinlan,Richardson,Rockwall,Rowlett,Royse City,Sachse,Seagoville,Sunnyvale,Terrell,Wilmer,Wylie
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    16
 

Qualifications & Memberships

Securities Licenses:    Series 65
 
 
 
Prepared By: Reid Johnson

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