L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
CRD #151669 SEC #801-70792 OKLAHOMA CITY, OK 405-286-2654
SEC Registered
Total AUM
$30.4M
Discretionary
$30.4M
Employees
5
Clients
0
Accounts
305
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 27, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LYONS, CAROL, ELAINE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LYONS, CAROL, ELAINE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LYONS, CAROL, ELAINE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LYONS, CAROL, ELAINE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LYONS, CAROL, ELAINE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LYONS, CAROL, ELAINE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LYONS, CAROL, ELAINE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MELTON, JAYCEE | I | MEMBER | D | Control |
| MELTON, JAYCEE | I | MEMBER | D | Control |
| MELTON, JAYCEE | I | MEMBER | D | Control |
| MELTON, JAYCEE | I | MEMBER | D | Control |
| MELTON, JAYCEE | I | MEMBER | D | Control |
| MELTON, JAYCEE | I | MEMBER | D | Control |
| MELTON, JAYCEE | I | MEMBER | D | Control |
Registrations
Federal
IA
Jan 27, 2010 REGISTERED
Notice Filings (2)
OK TX
Address
2601 NW EXPRESSWAY#110W
OKLAHOMA CITY, OK 73112
United States
Phone: 405-286-2654