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Luellen Hubbard Lockwood

RAM INVESTMENT PARTNERS, LLC·BELLEVUE, Washington
Clean recordRAM INVESTMENT PARTNERS, LLC
10655 NE 4TH STREET, BELLEVUE, WA 98004CRD# 4346202Firm CRD# 161077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Luellen Hubbard Lockwood · BELLEVUE, WA
Registration
CRD #4346202 · RAM INVESTMENT PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Luellen Hubbard Lockwood is a registered financial advisor based in BELLEVUE, Washington, affiliated with RAM INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
RAM INVESTMENT PARTNERS, LLC
AVIER WEALTH ADVISORS
AUM
$786M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at RAM INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4346202
Firm CRD# 161077
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Luellen Hubbard Lockwood offer?
Luellen Hubbard Lockwood specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BELLEVUE, Washington for a consultation.
What are Luellen Hubbard Lockwood's credentials?
Luellen Hubbard Lockwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luellen Hubbard Lockwood located?
Luellen Hubbard Lockwood is based in BELLEVUE, Washington, working with RAM INVESTMENT PARTNERS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Luellen Hubbard Lockwood charge for services?
Luellen Hubbard Lockwood'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 RAM INVESTMENT PARTNERS, LLC?
RAM INVESTMENT PARTNERS, LLC has approximately 18 employees and manages $786M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RAM INVESTMENT PARTNERS, LLC

Aaren N Strand
BELLEVUE, WA
John Preston Osseward
BELLEVUE, WA
David Keith Welty
BELLEVUE, WA
Lars Lee Phillips
BELLEVUE, WA
Nicholas Leo Wright
BELLEVUE, WA

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