Financial ADVSR advisor directory · SEC adviser records
Lockton Investment Advisors, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Lockton Investment Advisors, LLC office in Texas, by city and A to Z.
The short answer
5 registered advisors work at Lockton Investment Advisors, LLC in Texas, out of 21 nationwide; it's the firm's number 2 state by advisors, and the most are in Dallas (4). 0 list the CFP designation and 3 are also registered broker representatives.
Lockton Investment Advisors, LLC advisors by city in Texas
Every firm in Texas →Lockton Investment Advisors, LLC advisors in Texas, A to Z
Search by name →- Francis S. BrooksDallas
- James R. Darby IIIDallas
- Stephen T. LeveridgeDallas
- Miguel A. LopezHouston
- Christian M. MorenoDallas
Lockton Investment Advisors, LLC advisors in every state →Lockton Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lockton Investment Advisors, LLC in other states
Questions
How many Lockton Investment Advisors, LLC financial advisors are in Texas?
5 investment adviser representatives are registered at Lockton Investment Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 21 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Where in Texas does Lockton Investment Advisors, LLC have the most advisors?
Dallas, with 4, then Houston (1). Lockton Investment Advisors, LLC has advisors in 2 cities in Texas.
How do I check a Lockton Investment Advisors, LLC advisor in Texas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lockton Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.