Richard Eddy
Advisor at Lake Park Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lake Park Advisors
Location
Johnson City, TN 37615
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
About
Richard Eddy is a CFP® with 10 years of industry experience and is a partner at Eddy, CPA, an accounting and tax preparation firm. He operates under Richard E. Eddy, CFP®, LLC dba Financial Leadership and serves clients through Lake Park Advisors in Johnson City, TN. He is also a member of the finance committee at First United Methodist Church. Lake Park Advisors provides discretionary portfolio management, financial planning, and qualified plan consulting to individuals and business entities. The firm manages approximately $18.7 million for around 91 clients, employing a methodology that incorporates fundamental analysis and tailored investment strategies aligned with each client’s goals and risk tolerance.
Expertise
Based on Lake Park Advisors
General estate planning guidance
Tax strategies for small businesses
Active portfolio management
Fee options
Up to $6,000 for financial planning (negotiable fixed fee)
1.0% annually
$175 per hour (negotiable based on complexity) for qualified plan consulting
Account minimum: $50,000
Location
4718 Lake Park Drive, Suite 1
Johnson City, TN 37615
Most active in
Richard E has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
Richard E. Eddy, CFP®, LLC dba Financial Leadership
2015 - Present (11 years)
Eddy, CPA
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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William F
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Kingsport, TN
Fletcher Wealth Management, Inc.
Michael D
Series 66
Kingsport, TN
AdviPartner, LLC
Austin R
Series 65
Johnson City, TN
Lake Park Advisors
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