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Eric Richard Lockerman

Novare Capital Management

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About Eric Richard Lockerman

Eric Lockerman is an investment advisor representative at Novare Capital Management. Eric has been in the industry since 2016. Eric is registered with the state of North Carolina. Eric has passed the Series 6, Series 63, Series 65 and SIE exams. Eric has experience with a variety of financial services, including portfolio management for individuals and businesses. Eric is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Eric Lockerman is currently registered with Novare Capital Management. Novare Capital Management is a Charlotte, NC-based investment firm offering financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages over $1.5 billion in assets for high-net-worth individuals, charitable organizations, corporations, individuals other than high-net-worth, and pension and profit-sharing plans.
Novare Capital Management

521 E. MOREHEAD

CHARLOTTE, NC 28202

$1.51B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Eric Lockerman’s Registration & Firm History

NC

07/15/2021 - Present

Novare Capital Management (CHARLOTTE NC)

NC

08/20/2019 - 06/10/2021

WELLS FARGO CLEARING SERVICES, LLC (SALISBURY NC)

NC

07/06/2016 - 07/16/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/06/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Eric Richard Lockerman. Review regulatory record here.
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