Lokken Investment Group Information
Contact top employees from
Lokken Investment Group
Summary
Lokken Investment Group is a private company. The company currently specializes in the Investment Management area. Its headquarters is located at Lewes, Delaware, USA. The number of employees ranges from 25 to 100. The annual revenue of Lokken Investment Group varies between 5.0M and 25M. To connect with Lokken Investment Group employee register on SignalHire.
Industries
Investment Management
Headquarters Location
Employees Size
1-10 employees
Specialties
Financial Planning, Investment Management, Retirement Planning
SIC Code
6199
DMA Code
Salisbury Metropolitan Area
Founded
2008
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2011 | Privately Held | 100 - 250 | 63M | $24.9M | |
| 2000 | Privately Held | 500 - 1.0K | 70M | $0 |
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Lokken Investment Group shows a diverse range of experience levels:
10% for 3–4 years30% for 5–7 years30% for 8–10 years30% have over 11 years of service at Lokken Investment GroupContact top employees from
Lokken Investment Group
Linda Lessey
RIA Representative (Retired)
Kristin Yealdhall
Project Manager
James Brennan
CFP offering Fee-Only Financial Guidance
Jay Middleton, ChFC
Senior Portfolio Manager
