James S Lockhart

LOCKHART CAPITAL LLC·VALRICO, Florida

Series 51Series 24Series 7Series 66Series 63SIE

Unclaimed Profile

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

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

Client type data will be added during profile enrichment.

Firm Overview

Firm

LOCKHART CAPITAL LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at LOCKHART CAPITAL LLC →

Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 4415115

Firm CRD# 281104

No disclosures on file

View on FINRA BrokerCheck →

Looking for a financial advisor in VALRICO?

Browse all registered financial advisors in VALRICO, Florida or claim this profile if it's yours.

Browse VALRICO Advisors Are you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →

Other advisors in VALRICO

Charles Townsend Sober — AFT, FORSYTH & SOBER, LLC Janet Groves Sober — AFT, FORSYTH & SOBER, LLC

Nearby cities in Florida

MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)

City Guides

MIAMI Guide TAMPA Guide BOCA RATON Guide CORAL GABLES Guide WEST PALM BEACH Guide

Research

Advisor Fees in Florida National Fee Analysis

Browse by specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Request removal of this profile