Brandon Lockwood (CRD# 4952640) is an Investment Advisor Representative working at Lockwood Wealth Strategies, LLC in Houston, TX and has over 16 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Lockwood Wealth Strategies, LLC | Houston, TX | Feb 2024 - Current | < 1 |
Cetera Advisors LLC | Friendswood, TX | Sep 2022 - Feb 2024 | 1 |
Cetera Investment Advisors LLC | Friendswood, TX | Nov 2020 - Feb 2024 | 3 |
Lifestyle Asset Management, Inc. | Friendswood, TX | Jun 2018 - Feb 2024 | 5 |
First Allied Securities, Inc. | Friendswood, TX | Jul 2006 - Sep 2022 | 16 |
First Allied Advisory Services, Inc. | Friendswood, TX | May 2010 - Nov 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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