LKJ Financial
Financial Services • 
Houston, Texas, United States • 51-100 Employees
Company overview
| Headquarters | 550 Post Oak Blvd., Suite 350, Houston, TX 77027, US |
| Phone number | +12404721 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisor, Wealth Management, Retirement Planning, Financial Planning, Investement Advice |
| Founded | 1976 |
| Employees | 51-100 |
| Socials |
Key Contacts at LKJ Financial
Lynne James
Founder & Managing Partner, Lkj Financial
Abdelghani Gherbi
Non Executive Director
Füredi Peter
Chief Executive Officer
LKJ Financial Email Formats
LKJ Financial uses 1 email format. The most common is {first name} (e.g., john@lkjfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@lkjfinancial.com | 100% |
About LKJ Financial
LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans. We will coordinate your planning needs and collaborate with your entire advisory team. Our goal is to bring compassion, care and knowledge to your financial life so you have the peace of mind to focus on the things that are most important to you. Our combination of resources and knowledge along with tailored approaches and personal, focused attention have earned us clients’ trust for over 40 years. Our services include: • Comprehensive financial planning • Investment advisory services & management • Retirement, income and education planning • Income tax planning • Life insurance and estate planning • Risk management planning: long term care insurance, disability insurance and health insurance *Disclosure: Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA/SIPC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910. LKJ Financial, LLC and Plan Member Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by LKJ Financial, LLC, Lindsey James-West (TX Insurance License #1561746), Lynne James (TX Insurance License # 722438) or Adam Goldman (TX Insurance License# 2404721).
LKJ Financial revenue & valuation
| Annual revenue | $17,800,000 |
| Revenue per employee | $185,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $56,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
LKJ Financial has 26 employees across 8 departments.
Departments
Number of employees
Funding Data
LKJ Financial has never raised funding before.
LKJ Financial Tech Stack
Discover the technologies and tools that power LKJ Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Maps
Video players
JavaScript graphics
CDN
JavaScript libraries
Font scripts
JavaScript libraries
Programming languages
WordPress plugins
Blogs
Finland
Korea, Republic of
South Africa
United Kingdom
Canada
Frequently asked questions
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