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
Lockwood Wealth Strategies, LLC
By the Numbers
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Total Assets Under Management41MILLION
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Total Number of Accounts45ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Lockwood Wealth Strategies, LLC
1
Brandon Lockwood (CRD# 4952640) is an Investment Advisor Representative working at Lockwood Wealth Strategies, LLC in Houston, TX and has over 17 years of experience in the finance industry.
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