What Happened?
Lewes, -based Lokken-Investment-Group Promoted Carrie Ruark as Chief Compliance Officer
About the Company
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the State of Delaware and the State of Maryland. Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.
About the Person
Carrie Ruark is Chief Compliance Officer at Lokken Investment Group. Previously, Carrie held various senior legal leadership roles in the industry.
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