Leanne Taylor Lakes

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 05/2025
  Grove Point Investments, Llc.
  Waldorf, MD
• 10/2022 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  La Plata, MD

Previous Registrations

• 2022-10-25 → 2025-05-01
  Grove Point Advisors, Llc
  La Plata, MD
  Rockville, MD

Other Businesses

1.02/06/2025; Hurricane Investments, LLC; Real Estate Rental; Investment Related; La Plata,MD; Start Date 05/01/2015; 2hrs/mth; 2hrs during trading 2.02/10/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lakes Investment Solutions Group, LLC; Investment Related; at Reported Business Location(s); Start Date 01/01/2023; 40hrs/mth; 40hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-24
• S63 Uniform Securities Agent State Law Examination
  2019-05-24

Other Names

• Leanne Taylor Lakes
• Leanne Taylor Mckenzie
• Leanne Lakes Mckenzie