Unclaimed Profile

Carolyn Renee Ham

LIONSBRIDGE WEALTH MANAGEMENT LLC·JACKSONVILLE BEACH, Florida

SIE, Series 7, Series 9, Series 10, Series 63, Series 66Clean record28 years registeredLIONSBRIDGE WEALTH MANAGEMENT LLC

1514 ROBERTS DRIVE, JACKSONVILLE BEACH, FL 32250CRD# 2601189Firm CRD# 149019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carolyn Renee Ham · JACKSONVILLE BEACH, FL

Registration

CRD #2601189 · LIONSBRIDGE WEALTH MANAGEMENT LLC · 28 years registered

Brand Profile

Not yet started

Career History

LIONSBRIDGE WEALTH MANAGEMENT LLC

Mar 2009 – present

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Dec 2008

JACKSONVILLE, FL

MORGAN STANLEY

Oct 1997 – Apr 2007

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · October 7, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIONSBRIDGE WEALTH MANAGEMENT LLC

CRD 149019 · SEC 801-113258

AUM

$129M

Regulatory assets under management

Employees

206 client accounts

Services offered by LIONSBRIDGE WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LIONSBRIDGE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Carolyn Renee Ham offer?

Carolyn Renee Ham specializes in Investment Management, Fee-Only Advisory. Contact their office in JACKSONVILLE BEACH, Florida for a consultation.

What are Carolyn Renee Ham's credentials?

Carolyn Renee Ham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carolyn Renee Ham located?

Carolyn Renee Ham is based in JACKSONVILLE BEACH, Florida, working with LIONSBRIDGE WEALTH MANAGEMENT LLC. Their office serves clients in the JACKSONVILLE BEACH metropolitan area and surrounding communities.

How does Carolyn Renee Ham charge for services?

Carolyn Renee Ham's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIONSBRIDGE WEALTH MANAGEMENT LLC?

LIONSBRIDGE WEALTH MANAGEMENT LLC has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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