Unclaimed Profile

Laurie Ferrara Lougher

LAKEVIEW CAPITAL MANAGEMENT LLC·ATLANTA, Georgia

SIE, Series 7, Series 63, Series 66Clean record22 years registeredLAKEVIEW CAPITAL MANAGEMENT LLC

75 FOURTEENTH STREET, ATLANTA, GA 30309CRD# 728417Firm CRD# 150966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laurie Ferrara Lougher · ATLANTA, GA

Registration

CRD #728417 · LAKEVIEW CAPITAL MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAKEVIEW CAPITAL MANAGEMENT LLC

MORGAN KEEGAN & COMPANY, INC.

Mar 2005 – Nov 2009

ATLANTA, GA

A. G. EDWARDS & SONS, INC.

Mar 2004 – Apr 2005

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 25, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAKEVIEW CAPITAL MANAGEMENT LLC

CRD 150966 · SEC 801-70520

AUM

$70M

Regulatory assets under management

Employees

363 client accounts

Services offered by LAKEVIEW CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAKEVIEW CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Laurie Ferrara Lougher offer?

Laurie Ferrara Lougher specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Laurie Ferrara Lougher's credentials?

Laurie Ferrara Lougher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laurie Ferrara Lougher located?

Laurie Ferrara Lougher is based in ATLANTA, Georgia, last registered with LAKEVIEW CAPITAL MANAGEMENT LLC.

How does Laurie Ferrara Lougher charge for services?

Laurie Ferrara Lougher'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 LAKEVIEW CAPITAL MANAGEMENT LLC?

LAKEVIEW CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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