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LAKE PARK ADVISORS

RICHARD E. EDDY, CFP, LLC

CRD 269941

Visit website

4718 LAKE PARK DRIVE, SUITE 1, JOHNSON CITY, TN, 37615, United States

Phone

(423) 328-7365

Fax

423-283-7165

Registration

— (—)

Source

State registered

Total AUM

$21.7M

Discretionary AUM

$21.7M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals71$12.0M
High net worth individuals15$9.6M

All web addresses on file

Official SEC filing: View on IAPD