Carla Lockridge

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Carla Lockridge

Position

Administrative Assistant

Responsibilities

I assist the registered representatives with appointment prep, paperwork prep and processing. I also help clients with service needs for their accounts.

education

BS in microbiology, Iowa State University

Why I Love Working at Leighton Investment Services

I enjoy the interaction with our clients and working on a variety of projects. I also appreciate all of the great coworkers!

Favorite Way LSB Gives Back

I appreciate the way LIS encourages us to volunteer at Tulip Time—and it is especially fun to help with the Klompen Classic.

Hobbies/Family

God has blessed me with an incredible family—husband Jerry who works at Pella Corp, three grown children, two wonderful granddaughters and a grandson! We treasure any time together we can get! Jerry and I enjoy going on walks and being involved with church ministries.

Contact Carla

 

BrokerCheck:

BrokerCheck is a free tool which is part of FINRA’s ongoing efforts to help investors make informed choices about brokers and brokerage firms. Use BrokerCheck for information about the background of an investment professional.

 

Disclosures:

  1. Securities products offered or sold are not insured by the Federal Deposit Insurance Corporation (FDIC) or other deposit insurance.
  2. Securities products offered or sold are not deposits or other obligations of Leighton State Bank and are not guaranteed by Leighton State Bank.
  3. Securities products offered or sold are subject to investment risks including possible loss of principal.
  4. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.
  5. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
  6. Cambridge and Leighton Investment Services are not affiliated.
  7. Tyler Klyn, Micky Snieder, and Justin Wetz are Registered Representatives with Cambridge Investment Research, Inc., a FINRA Registered Broker-Dealer. While Cambridge Investment Research, Inc. is registered to sell securities in all 50 United States and the District of Columbia, Tyler Klyn is currently registered to sell securities products in Alaska, California, Colorado, Florida, Iowa, Kansas, Michigan, Missouri, Montana, Nebraska, South Carolina and Wisconsin. Micky Snieder is currently registered to sell securities products in Arkansas, Arizona, District of Columbia, Illinois, Indiana, Iowa, Maryland, Minnesota, North Carolina, Ohio, Oregon, South Dakota, Texas, and Washington. Justin Wetz is currently registered to sell securities products in Iowa.

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