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Brandon Robert Lockwood

Lockwood Wealth Strategies, LLC

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About Brandon Robert Lockwood

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.

Firm Information

Brandon Lockwood is currently registered with Lockwood Wealth Strategies, LLC. Lockwood Wealth Strategies, LLC is an independent financial advisory firm that provides financial planning and portfolio management services for individuals and high-net-worth individuals. The firm has approximately $66.7 million in regulatory assets under management and serves 66 clients. Lockwood Wealth Strategies, LLC is registered with the SEC and is headquartered in [Location is missing in the provided data].

$66.72M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Lockwood’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Robert Lockwood.
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