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Carolyn Renee Ham

LIONSBRIDGE WEALTH MANAGEMENT LLC·JACKSONVILLE BEACH, Florida
Series 9Series 10Series 7Series 66Series 63SIE
Unclaimed Profile
1514 ROBERTS DRIVE, JACKSONVILLE BEACH, FL 32250CRD# 2601189Firm CRD# 149019
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About

Carolyn Renee Ham is a registered financial advisor based in JACKSONVILLE BEACH, Florida, affiliated with LIONSBRIDGE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
LIONSBRIDGE WEALTH MANAGEMENT LLC
LIONSBRIDGE WEALTH MANAGEMENT LLC
AUM
$129M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LIONSBRIDGE WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2601189
Firm CRD# 149019
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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