Lisa L. Lockerman Living Trust is listed as Member at Lockerman Financial Group, Inc in Newport Beach, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Lockerman Financial Group, Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lisa L. Lockerman Living Trust work?
Lisa L. Lockerman Living Trust is listed as Member at Lockerman Financial Group, Inc on SEC Form ADV.
How much of Lockerman Financial Group, Inc does Lisa L. Lockerman Living Trust own?
Form ADV reports a beneficial ownership band of Over 75%.