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Randy Allen Lakes

Grove Point Advisors, LLC

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About Randy Allen Lakes

Randy Allen Lakes is an investment advisor representative with Grove Point Advisors, LLC. Randy has been in the financial industry since 1991 and holds multiple industry licenses and certifications. Randy is a registered investment advisor in Maryland and a broker-dealer in 26 states. Randy's firm is located in Rockville, MD.

Firm Information

Randy Lakes is currently registered with Grove Point Advisors, LLC. Grove Point Advisors, LLC is a Rockville, MD-based financial advisor that provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $2.36 billion in client assets.
Grove Point Advisors, LLC

2440 RESEARCH BLVD

ROCKVILLE, MD 20850

$2.36B

Assets Under Management

6,735

Total Clients

274

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randy Lakes’s Registration & Firm History

MD

04/01/2021 - Present

Grove Point Advisors, LLC (LaPlata MD)

GA

01/01/1996 - 12/17/2003

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

NA

09/03/1991 - 01/01/1996

COMPREHENSIVE FINANCIAL SERVICES, INC.

TX

01/17/1991 - 09/04/1991

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 01/19/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/14/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randy Allen Lakes.
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