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Joel William Lake

CAPSTONE WEALTH MANAGEMENT, LLC·TUSCALOOSA, Alabama
Unclaimed Profile
2200 JACK WARNER PARKWAY, NE, TUSCALOOSA, AL 35401CRD# 6261468Firm CRD# 118296
01

About

Joel William Lake is a registered financial advisor based in TUSCALOOSA, Alabama, affiliated with CAPSTONE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT, LLC
JMF CAPSTONE WEALTH MANAGEMENT
AUM
$336M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CAPSTONE WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6261468
Firm CRD# 118296
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joel William Lake offer?
Joel William Lake specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TUSCALOOSA, Alabama for a consultation.
What are Joel William Lake's credentials?
Joel William Lake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel William Lake located?
Joel William Lake is based in TUSCALOOSA, Alabama, working with CAPSTONE WEALTH MANAGEMENT, LLC. Their office serves clients in the TUSCALOOSA metropolitan area and surrounding communities.
How does Joel William Lake charge for services?
Joel William Lake's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE WEALTH MANAGEMENT, LLC?
CAPSTONE WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TUSCALOOSA
William Walker Jessup — CAPSTONE WEALTH MANAGEMENT, LLCRobert Lanier Ingram — CAPSTONE WEALTH MANAGEMENT, LLCJames Garland Brazil — CAPSTONE WEALTH MANAGEMENT, LLCRobert Wesley Mcleod — FINANCIAL ECONOMICS CONSULTING GROUP, INC.Stephen Wayne Reinhart — FINANCIAL ECONOMICS CONSULTING GROUP, INC.
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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