William
Lockwood
The Rice Partnership, LLC
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About this Advisor
William Lockwood is a financial advisor based in San Luis Obispo, California, working with The Rice Partnership, LLC. William has previously worked at Frank, Rimerman + Co, Clean Energy Capital Securities, The Rice Partnership, and Willing Unemployment. William is registered to provide services in California, Hawaii, Oregon, Texas, and Washington. Currently, William is part of The Rice Partnership, LLC, which operates out of San Luis Obispo, California. The firm has 3 offices and 11 employees. The Rice Partnership, LLC manages assets totaling $785.8 million and serves charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at The Rice Partnership, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Rice Partnership, LLC Brokerage Details
$785,826,384
11
1,096
$716,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
William Lockwood Work History
The Rice Partnership
Willing Unemployment
Clean Energy Capital Securities
Frank, Rimerman + Co
Disclosures
Please visit the SEC profile of William Lockwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Rice Partnership, LLC
Honolulu, HI
San Luis Obispo, CA
Honolulu, HI
San Luis Obispo, CA
Honolulu, HI
San Luis Obispo, CA
Kahului, HI
Honolulu, HI
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