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Lake Point Advisory Group

EST. AUM
$700,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number 170398
Website merceradvisors.com
Client types

Overview

At Lake Point Advisory Group, they believe everyone should be able to live the retirement they’ve always wanted. Their team of professionals can help create a well-thought-out strategy, using a variety of investments and insurance products and services, to help address financial needs and concerns. Lake Point was founded in 2007 by Reid Johnson. Lake Point offers comprehensive wealth management to mass affluent and high-net-worth individuals, families, and their businesses. Reid and his team of 19 staff members joined Mercer Advisors when the firm was acquired.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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