Locklin Financial Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

43418 Business Park Dr, Temecula, Califo...

Phone Number

(951) 676-2010

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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About Locklin Financial Group

La Pointe Wealth Advisors offers a range of financial services including retirement planning, estate strategies, investment management, insurance, and tax advice. They focus on creating tailored strategies to meet the unique needs and goals of their clients. The firm emphasizes values such as trust, honesty, and integrity in their approach to financial advising. Their intended clients include individuals seeking guidance through life transitions and those looking to enhance their financial well-being.Explore more
Popular SearchesLocklin Financial GroupLocklin FinancialLocklin Financial Group LLCWilliam R Locklin Certified Financial PlannerLocklin William RSIC Code 62,628NAICS Code 52,523Show more

Locklin Financial Group Org Chart

PhoneEmail
KL
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Lpl Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Locklin Financial Group

<$5M
11-50
Private
-
2016
KL
Kevin LocklinLpl Financial Planner
<$5M
11-50
Private
-
2006
AW
Amy WagnerClient Relationship Manager
<$5M
1-10
Private
-
2013
LB
Lynn BennettOffice Manager
<$5M
1-10
Private
-
1986
KH
Kathleen HansenFinancial Analyst
<$5M
1-10
Private
-
2005
JH
Jacob HerndonJunior Financial Advisor
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
1972
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Locklin Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Locklin Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Locklin Financial Group.

Locklin Financial Group Tech Stack

A closer look at the technologies used by Locklin Financial Group

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Frequently Asked Questions Regarding Locklin Financial Group

What is Locklin Financial Group's official website?
Locklin Financial Group's official website is www.locklinfinancial.com
What is Locklin Financial Group's Revenue?
Locklin Financial Group's revenue is <$5 Million
What is Locklin Financial Group's SIC code?
Locklin Financial Group's SIC: 62,628
What is Locklin Financial Group's NAICS code?
Locklin Financial Group's NAICS: 52,523
How many employees does Locklin Financial Group have?
Locklin Financial Group has 11-50 employees
What industry does Locklin Financial Group belong to?
Locklin Financial Group is in the industry of: Finance, Securities Trading
What is Locklin Financial Group competition?
Locklin Financial Group top competitors include: Guidant Investment Group, Financial Planning Department, Freedom One Advisor Group, Richmond Investment Services
What technology does Locklin Financial Group use?
Some of the popular technologies that Locklin Financial Group uses are: Proofpoint, GoDaddy DNS, Amazon Web Hosting, Google Workspace
How do I contact Locklin Financial Group?
Locklin Financial Group contact info: Phone number: (951) 676-2010 Website: www.locklinfinancial.com
What does Locklin Financial Group do?

La Pointe Wealth Advisors offers a range of financial services including retirement planning, estate strategies, investment management, insurance, and tax advice. They focus on creating tailored strategies to meet the unique needs and goals of their clients. The firm emphasizes values such as trust, honesty, and integrity in their approach to finan... cial advising. Their intended clients include individuals seeking guidance through life transitions and those looking to enhance their financial well-being.Read More

Is Locklin Financial Group a public company?
Locklin Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Locklin Financial Group

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