Lockton Investment Securities, LLC

Overview

Lockton Investment Securities, LLC is organized as a limited liability company with ownership characterized as a mix of a domestic entity and an individual. The firm’s regulatory and business classification is listed as unclassified in the source data. Several common advisor attributes are explicitly flagged negative: it is not identified as a capital allocator, it does not report active ESG investing, it is not a multi-state adviser, and it is not a pension consultant or related adviser. The firm did not provide detail on client segments, fee schedules, core business activities, or the specific advisory services it offers.

Assets & Accounts

Investments & Alternatives

Location & Offices