Unclaimed Profile

David William Altimont

LOCKTON INVESTMENT ADVISORS, LLC·KANSAS CITY, Missouri

Clean recordLOCKTON INVESTMENT ADVISORS, LLC

444 W 47TH STREET, KANSAS CITY, MO 64112CRD# 1253291Firm CRD# 144133

Profile Verification

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

Identity

David William Altimont · KANSAS CITY, MO

Registration

CRD #1253291 · LOCKTON INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David William Altimont is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with LOCKTON INVESTMENT ADVISORS, 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.

Introduction

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Firm Overview

Firm

LOCKTON INVESTMENT ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Other

Background

Compensation

Other: REFERRAL FEE

Regulatory

SEC/IARD CRD# 1253291

Firm CRD# 144133

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Frequently Asked Questions

What services does David William Altimont offer?

David William Altimont is a registered financial advisor in KANSAS CITY, Missouri. Contact their office for details on services offered.

What are David William Altimont's credentials?

David William Altimont is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David William Altimont located?

David William Altimont is based in KANSAS CITY, Missouri, working with LOCKTON INVESTMENT ADVISORS, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does David William Altimont charge for services?

David William Altimont's firm is compensated through other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOCKTON INVESTMENT ADVISORS, LLC?

LOCKTON INVESTMENT ADVISORS, LLC has approximately 27 employees. The firm is registered with the SEC as an investment adviser.

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