Lockshield Partners, Inc.

Lockshield Partners, Inc. (CRD# 175433) is a financial advisory firm headquartered in Glasgow, KY. They manage $200,923,101 in 968 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    968
    ACCOUNTS
  • Average Account Value
    $207,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, TN

Financial Advisors at Lockshield Partners, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeremiah W. Harston
CRD#: 5863764
301 South Broadway, Glasgow, KY 42141

Jeremiah Harston (CRD# 5863764) is an Investment Advisor Representative working at Lockshield Partners, Inc. in Glasgow, KY and has over 13 years of experience in the finance industry.

2
Clark Hayden
CRD#: 6578608
301 South Broadway, Glasgow, KY 42141

Clark Hayden (CRD# 6578608) is an Investment Advisor Representative working at Lockshield Partners, Inc. in Glasgow, KY and has over 7 years of experience in the finance industry.

3
Daniel J. Klein
CRD#: 3213917
301 South Broadway, Glasgow, KY 42141

Daniel Klein (CRD# 3213917) is an Investment Advisor Representative working at Lockshield Partners, Inc. in Glasgow, KY and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.