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Lake Street Advisors, a wealth and investment advisory firm founded in 2003, announced the promotion of Joseph W. Chase, CFA to Partner Lake Street Advisors, a wealth and investment advisory company established in 2003, announced the promotion of Joseph W. Chase, CFA to Partner, effective January 1, 2020. Buddy Webb, Managing Partner of the firm stated that “Joe has done an outstanding job working with our clients in managing investment portfolios. His investment knowledge has...

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Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that Alex Chalekian and his registered investment advisory firm Lake Avenue Financial, are joining as the latest dynamic team to identify Integrated as an outstanding option for growth-oriented entrepreneurs. Well known in the financial advisory community, Alex Chalekian and his team have been considering their options with regard to growth and business evolution catalysts for some time. After many months...

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