Lockwood Wealth Strategies, LLC

Lockwood Wealth Strategies, LLC (CRD# 327781) is a financial advisory firm headquartered in Houston, TX. They manage $41,271,408 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 590426, Houston, TX 77259
https://lockwoodws.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $917,142
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

TX

Financial Advisors at Lockwood Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brandon Lockwood, financial advisor Houston TX
Brandon R. Lockwood
CRD#: 4952640
Houston, TX

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals