Business Wise Insurance, Pllc

Business Wise Insurance, Pllc (CRD# 297580) is a financial advisory firm headquartered in Snohomish, WA. They manage $3,687,983 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 1480, Snohomish, WA 98091
http://www.business-wize.com/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $105,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Business Wise Insurance, Pllc
Showing 1 - 1 of 1 top financial advisors.
1
Robert Lockyer, financial advisor Snohomish WA
Robert P. Lockyer
CRD#: 2508896
Snohomish, WA

Robert Lockyer (CRD# 2508896) is an Investment Advisor Representative working at Business Wise Insurance, Pllc in Snohomish, WA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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