Panos Grivakis is a registered investment advisor at Lakewood Financial Group, LLC, based in Newport Beach, CA, with 10 years of industry experience. Panos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Newport Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Panos is a partner in KG Partners, Inc., KG Partners II, Inc., and Madison Valley Group, Inc., all fast food restaurant businesses, dedicating about 10-20% of his time to each of the first two and minimal time to the third. He also owns Grand Coast Properties, LLC, a single-family home rental business, spending minimal time on it.
Employment History
Current Registrations
Lakewood Financial Group, LLC
Previous Registrations
Northeast Financial Group, INC.
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations1 state
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