Unclaimed Profile

James S Lockhart

LOCKHART CAPITAL LLC·VALRICO, Florida

Series 51, Series 24, Series 7, Series 66, Series 63Clean recordLOCKHART CAPITAL LLC

1066 BLOOMINGDALE AVENUE, VALRICO, FL 33596CRD# 4415115Firm CRD# 281104

Profile Verification

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

Identity

James S Lockhart · VALRICO, FL

Registration

CRD #4415115 · LOCKHART CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James S Lockhart is a registered financial advisor based in VALRICO, Florida, affiliated with LOCKHART CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

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Introduction

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Firm Overview

Firm

LOCKHART CAPITAL LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 4415115

Firm CRD# 281104

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Frequently Asked Questions

What services does James S Lockhart offer?

James S Lockhart is a registered financial advisor in VALRICO, Florida. Contact their office for details on services offered.

What are James S Lockhart's credentials?

James S Lockhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James S Lockhart located?

James S Lockhart is based in VALRICO, Florida, working with LOCKHART CAPITAL LLC. Their office serves clients in the VALRICO metropolitan area and surrounding communities.

How large is LOCKHART CAPITAL LLC?

LOCKHART CAPITAL LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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