Insights

Gathering insights about Mercer Advisors, Formerly Lake Point Advisory Group…

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Mercer Advisors, Formerly Lake Point Advisory Group Tech Stack

Mercer Advisors, Formerly Lake Point Advisory Group uses 8 technology products and services including Bing Ads, Hotjar, W3 Total Cache, and more. Explore Mercer Advisors, Formerly Lake Point Advisory Group's tech stack below.

Bing Ads
Advertising Networks
Hotjar
Analytics
W3 Total Cache
Caching
WordPress
Content Management System
Moment.js
Javascript Libraries
Google Maps
Maps
Priority Hints
Performance
Distributor
Web Platform Extensions

Media & News

Mercer Advisors Inc. acquired Lakepointadvisorygroup on Oct 2nd '21.
Mercer Global Advisors, a national RIA based in Denver, is expanding its presence in Texas with the acquisition of Lake Point Advisory Group, a financial services firm located in the Dallas-Fort Worth area, Mercer announced Wednesday.
Oct 20, 2021 | www.fa-mag.com

Mercer Advisors, Formerly Lake Point Advisory Group's Email Address Formats

Mercer Advisors, Formerly Lake Point Advisory Group uses at least 1 format(s):

Mercer Advisors, Formerly Lake Point Advisory Group Email Formats	Example	Percentage
First@lakepointadvisorygroup.com	John@lakepointadvisorygroup.com	64%
FLast@lakepointadvisorygroup.com	JDoe@lakepointadvisorygroup.com	29%
Last@lakepointadvisorygroup.com	Doe@lakepointadvisorygroup.com	7%

Frequently Asked Questions

Where is Mercer Advisors, Formerly Lake Point Advisory Group's headquarters located?

Mercer Advisors, Formerly Lake Point Advisory Group's main headquarters is located at 1 Horizon Court Suite a Rockwall, Texas 75032 United States. The company has employees across 1 continents, including North America.

What is Mercer Advisors, Formerly Lake Point Advisory Group's phone number?

You can contact Mercer Advisors, Formerly Lake Point Advisory Group's main corporate office by phone at

+1-214-771-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mercer Advisors, Formerly Lake Point Advisory Group's official website and social media links?

Mercer Advisors, Formerly Lake Point Advisory Group's official website is lakepointadvisorygroup.com and has social profiles on LinkedIn.

What is Mercer Advisors, Formerly Lake Point Advisory Group's NAICS code?

Mercer Advisors, Formerly Lake Point Advisory Group's NAICS code is 52 - Finance and Insurance.

How many employees does Mercer Advisors, Formerly Lake Point Advisory Group have currently?

As of June 2026, Mercer Advisors, Formerly Lake Point Advisory Group has approximately 7 employees across 1 continents, including North America. Key team members include Communications Manager: C. W.Quality & Safety Manager At Chick-Fil-A: N. H.Investment Advisor: R. O.. Explore Mercer Advisors, Formerly Lake Point Advisory Group's employee directory with LeadIQ.

What industry does Mercer Advisors, Formerly Lake Point Advisory Group belong to?

Mercer Advisors, Formerly Lake Point Advisory Group operates in the Financial Services industry.

What technology does Mercer Advisors, Formerly Lake Point Advisory Group use?

Mercer Advisors, Formerly Lake Point Advisory Group's tech stack includes Bing AdsHotjarW3 Total CacheWordPressMoment.jsGoogle MapsPriority HintsDistributor.

What is Mercer Advisors, Formerly Lake Point Advisory Group's email format?

Mercer Advisors, Formerly Lake Point Advisory Group's email format typically follows the pattern of First@lakepointadvisorygroup.com. Find more Mercer Advisors, Formerly Lake Point Advisory Group email formats with LeadIQ.

When was Mercer Advisors, Formerly Lake Point Advisory Group founded?

Mercer Advisors, Formerly Lake Point Advisory Group was founded in 2002.

Mercer Advisors, Formerly Lake Point Advisory Group

Financial ServicesTexas, United States2-10 Employees

Mercer Advisors, formerly Lake Point Advisory Group, operates in the financial services sector with a focus on personalized financial guidance. The firm emphasizes customized planning and ongoing wealth management, aiming to support clients in retirement planning, legacy preservation, and managing current and future wealth through attentive service rooted in integrity and expertise.
Based in Rockwall, Texas, the firm serves individuals seeking comprehensive financial guidance and is positioned as part of a broader national advisor network following its acquisition by Mercer Advisors in October 2021. The organization operates with a small team, delivering professional advisory services to clients in the Dallas–Fort Worth area and surrounding markets.