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Mary Kathryn Lockwood

PARAGON PRIVATE WEALTH MANAGEMENT LLC·LEXINGTON, Kentucky
Unclaimed Profile
300 WEST VINE STREET, LEXINGTON, KY 40507CRD# 4992826Firm CRD# 312817
01

About

Mary Kathryn Lockwood is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with PARAGON PRIVATE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARAGON PRIVATE WEALTH MANAGEMENT LLC
PARAGON PRIVATE WEALTH MANAGEMENT LLC
AUM
$283M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PARAGON PRIVATE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4992826
Firm CRD# 312817
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Kathryn Lockwood offer?
Mary Kathryn Lockwood specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Mary Kathryn Lockwood's credentials?
Mary Kathryn Lockwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Kathryn Lockwood located?
Mary Kathryn Lockwood is based in LEXINGTON, Kentucky, working with PARAGON PRIVATE WEALTH MANAGEMENT LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Mary Kathryn Lockwood charge for services?
Mary Kathryn Lockwood's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARAGON PRIVATE WEALTH MANAGEMENT LLC?
PARAGON PRIVATE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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