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Referral Program

Lockey Investment Group, LLC (LIG) has financial opportunities for individuals and professionals who wish to participate in LIG's "Advisory Service" referral program. Under the terms of a "Solicitor's Agreement" (see below), LIG will pay a percentage of all investment advisory fees received by LIG from any "Solicited Client" to the approved "Solicitor". Any prospective client which becomes a client of LIG as a direct result of the Solicitor's efforts will then be identified as a "Solicited Client" resulting in the payment of fees to the Solicitor for the duration of the relationship with LIG.

Solicitor's Agreement

Solicitor's Disclosure Document


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