Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lockwood is a financial advisor with over 7 years of experience in the industry. John is currently registered with Sageview Advisory Group, LLC as a Registered Investment Advisor and has held previous positions with Invesco Distributors, Inc. and Eaton Vance Distributors, Inc. John holds Series 65, Series 66, and Series 7 licenses. John specializes in working with high-net-worth individuals, corporations, and retirement plans. John is located in Boston, Massachusetts and works out of Sageview Advisory Group's Boston office.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
10/26/2023 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
MA
04/10/2017 - 09/11/2019
INVESCO DISTRIBUTORS, INC. (BOSTON MA)
MA
07/01/2016 - 03/27/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 08/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Lockwood is the right advisor for you? Invested Better is here to help.
