Lockton Investment Securities, LLC

Overview

Lockton Investment Securities, LLC is recorded as a limited liability company that has been SEC-registered since 2006. The FINTRX snapshot classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor or a pension consultant. The FINTRX record does not include descriptions of the firm's client segments, fee arrangements, specific business lines, or the nature of its advisory services. The same snapshot flags the firm as not a multi-state adviser despite other location information in the record.

Assets & Accounts

Location & Offices