Steve Lockshin’s Email & Phone

Steve Lockshin Contact Details

Location:
Greater Los Angeles Area
Work:
Advisor / Investor @ Quovo
Board Member / Investor @ Carson Wealth Management Group
Education:
About:

Partner @ Enabling investment advisors to accelerate their business through technology. Distributor of Betterment Institutional. From February 2014 to Present (1 year 10 months) Greater Los Angeles AreaFounder @ We're reinventing wealth management. A clean sheet approach to the advisory firm of the future. From February 2014 to Present (1 year 10 months) Greater Los Angeles AreaMember @ From 1995 to Present (20 years)

Websites: http://www.AdvicePeriod.com, http://lockshin.com, http://www.BettermentInstitutional.com

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