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LOCKSHIELD PARTNERS, INC.
LOCKSHIELD PARTNERS, INC.
GLASGOW, Kentucky
·
2 registered advisors
·
CRD# 175433
SEC# 801-116877
0
270-629-2046
01
Firm Overview
AUM
$201M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LOCKSHIELD PARTNERS, INC.
2 registered advisors
Daniel Joseph Klein
GLASGOW, Kentucky
CRD# 3213917
Jeremiah Warren Harston
GLASGOW, Kentucky
CRD# 5863764
05
Office Locations
GLASGOW, Kentucky
2 advisors
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Data sourced from SEC Form ADV filings. LOCKSHIELD PARTNERS, INC. (CRD# 175433) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.