Lockshield Partners, Inc.
Lockshield Partners, Inc. (CRD# 175433) is a financial advisory firm headquartered in Glasgow, KY. They manage $63,519,000 in 310 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management64MILLION
Total Number of Accounts310ACCOUNTS
Average Account Value$204,900
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jeremiah Harston (CRD# 5863764) is an Investment Advisor Representative working at Lockshield Partners, Inc. in Glasgow, KY and has over 6 years of experience in the finance industry.
Daniel Klein (CRD# 3213917) is an Investment Advisor Representative working at Lockshield Partners, Inc. in Glasgow, KY and has over 17 years of experience in the finance industry.