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Mary Lockwood
from Paragon Private Wealth Management LLC
Mary Lockwood is a financial advisor based in Kentucky, Lexington,
with 18 years of experience. Mary currently works for
Paragon Private Wealth Management LLC.
Mary maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mary Lockwood works at Paragon Private Wealth Management LLC
Paragon Private Wealth Management LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $184,757,737 of assets under management and employs about 4 people. Paragon Private Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
300 West Vine Street, Suite 2201, Lexington, Kentucky, 40507
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