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FIRM PROFILE
Overview
LOCKEBRIDGE PARTNERS, INC is located at 100 Tradecenter, Suite G-700, Woburn, MA 01801 and was first established at Boston, Massachusetts in 04/05/2006. After operating for 19 years, LOCKEBRIDGE PARTNERS, INC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LOCKEBRIDGE PARTNERS, INC’s clients are individuals and 0% of their clients are high net worth individuals. LOCKEBRIDGE PARTNERS, INC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LOCKEBRIDGE PARTNERS, INC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LOCKEBRIDGE PARTNERS, INC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LOCKEBRIDGE PARTNERS, INC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for LOCKEBRIDGE PARTNERS, INC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
100 Tradecenter, Suite G-700, Woburn, MA 01801
100 Tradecenter, Suite G-700 100, Woburn, MA 01801
Small
(781) 676-2001
Massachusetts since 04/05/2006
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| WAXLER, SCOTT STEVEN | PRESIDENT, CCO, EXEC. REP. | ||
| BEATON, DANIEL STEWART | CFO, FINOP | 4240769 |
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Advisor's working at LOCKEBRIDGE PARTNERS, INC
Scott Steven Waxler
Ryan Earl Waxler
Daniel Stewart Beaton
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