Lockstep Financial LLC

Lockstep Financial LLC (CRD# 311865) is a financial advisory firm headquartered in , . They manage $829,739 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.lockstepfinancial.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $55,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Lockstep Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kendell Phillip, financial advisor Odenton MD
Kendell J. Phillip
CRD#: 7316030
Odenton, MD

Kendell Phillip (CRD# 7316030) is an Investment Advisor Representative working at Lockstep Financial LLC in Odenton, MD and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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