Unclaimed Profile

Carolyn Renee Ham

LIONSBRIDGE WEALTH MANAGEMENT LLC·JACKSONVILLE BEACH, Florida

Series 9, Series 10, Series 7, Series 66, Series 63Clean recordLIONSBRIDGE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

LIONSBRIDGE WEALTH MANAGEMENT LLC

AUM

$129M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LIONSBRIDGE WEALTH MANAGEMENT LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2601189

Firm CRD# 149019

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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