Stephen Leveridge
Stephen Leveridge is a registered investment advisor at Lockton Investment Advisors, LLC, based in Dallas, TX, with 19 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2100 Ross Ave Suite 1200, Dallas, TX, 75201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen works for Lockton Companies, LLC, an insurance brokerage firm, dedicating nearly all of his time to providing general insurance brokerage services, including health and group life insurance, to clients.
Employment History
Current Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLC
Lockton Investment Securities, LLCBroker
Previous Registrations
Aig Financial Advisors, INC.Broker
State Registrations4 states
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