Unclaimed
Brandon Lockwood is a financial advisor registered in Texas. Brandon Lockwood is currently affiliated with Lockwood Wealth Strategies, LLC and has been with the firm since February 2024. Prior to that, Brandon Lockwood was registered with Cetera Advisors LLC from September 2022 to February 2024, First Allied Securities, Inc. from February 2007 to September 2022, and Lifestyle Asset Management, Inc. from June 2018 to November 2020. Brandon Lockwood has 17 years of experience in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
05/23/2024 - Present
Lockwood Wealth Strategies, LLC (HOUSTON TX)
TX
09/08/2022 - 02/05/2024
CETERA ADVISORS LLC (DEER PARK TX)
TX
02/28/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Texas CIty TX)
BOTH
Issued 05/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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