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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
B+ Institutional Services, LLC 5 years, 5 months Nov 2014 - Present
Adviceperiod, LLC 6 years, 3 months Jan 2014 - Present
City National Securities, Inc. 6 years, 7 months May 2007 - Dec 2013
Convergent Wealth Advisors, LLC 22 years, 7 months Mar 1994 - Oct 2016
Convergent Wealth Advisors, LLC 20 years, 9 months Mar 1994 - Dec 2014
Convergent Wealth Advisors, LLC 18 years, 3 months Mar 1994 - Jun 2012
Are You
Steven David Lockshin?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Jan 28, 2020
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Jun 26, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Adviceperiod, LLC

Last updated on Jan. 29, 2020
    • $2.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $884.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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