Lokken Investment Group, LLC
Lokken Investment Group, LLC (CRD# 283696) is a financial advisory firm headquartered in Lewes, DE. They manage $301,878,367 in 1,231 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management302MILLION
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$245,230
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
DE, FL, LA, MA, MD, NC, NJ, NY, PA, TX, VA
Jonathan Lokken (CRD# 2956806) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 26 years of experience in the finance industry.
Sean Merlonghi (CRD# 6146825) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 11 years of experience in the finance industry.
Jay Middleton (CRD# 729104) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 40 years of experience in the finance industry.
Jessica Bimonte (CRD# 7198026) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 4 years of experience in the finance industry.
Carrie Ruark (CRD# 4789329) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 4 years of experience in the finance industry.