Company · Financial Services
Lokken Investment Group, Llc
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.
Team composition
Roles at Lokken Investment Group, Llc
1 to 10 staff
- 1administrative assistant
- 1associate
- 1client services associate
- 1director of investments
- 1financial advisor
- 1owner
- 1senior portfolio manager
On record
Reveal on Kipplo
Get the full team — names, verified emails, phone numbers — in the Kipplo app.
Unlock teamFiled under Financial Services in Afghanistan.