Lockwood Advisors
Industry: Company
DescriptionHeadquarters: Malvern, PA Founded: 1995 Parent organizations: Pershing Group LLC, Bank of New York Subsidiary: Lockwood Capital Management, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportLockwood Advisors, Inc.WebsiteDirections Saved (0) Saved Save Investment company in the King of Prussia, Pennsylvania Address: 760 Moore Rd, King of Prussia, PA 19406 Phone: (800) 200-3033: : : : : Category: Website: Hours: Place name: : Website: https://www.lockwoodadvisors.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lockwood Advisors, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Lockwood Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lockwood Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10 Lockwood Advisors employees in database. Find out everything there's to know about Lockwood Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lockwood Advisors Employees
National Planning Corporation (NPC) January 2014 - Present
Curian Capital October 2008 - January 2014
ICON Advisers December 2004 - October 2008
Lockwood Advisors 2003 - 2004
McDonald Investments/Keybank 1999 - 2003
Skills
Series 63, Mutual Funds, Securities, Investments, Alternative Investments, Retirement Planning, Separately Managed..., Asset Allocation, Wealth Management, Asset Management, Investment Advisory, 401k, Series 7, Long-term Care, ETFs, Uniform Combined State..., Series 65, FINRA
Education
Bowling Green State University
Bachelor of Science (BS) Economics, Economics / Finance
St. Edward H.S.
Levy Wealth Management Group May 2013 - Present
Lockwood Advisors July 2010 - April 2013
Lockwood Advisors September 2007 - July 2010
Skills
Comprehensive Planning, Portfolio Management, Mutual Funds, Investments, Securities, Financial Services, Asset Allocation, Discovery Process, Financial Analysis, Recommendations and..., Strategy Implementation, Progress Monitoring, Health Care Planning, Life Insurance Planning, Asset Management, Asset Transfer, Series 7, Series 24, Series 66, CFA level 2 Candidate, CFP Candidate, Trading, Life Insurance, Health Insurance, Annuity Sales
Education
The University of New Mexico 2002 — 2006
Bachelor of Science, Management
Lockwood Advisors, Inc, an affiliate of Pershing LLC, both BNY Mellon companies April 2011 - Present
Lockwood Advisors 2011 - 2015
Lockwood Advisors 2011 - 2015
Lockwood Advisors, Inc. 2011 - 2015
Lockwood Advisors, Inc. 2011 - 2015
Lockwood Advisors, Inc. 2011 - 2015
Janney Montgomery Scott LLC October 2005 - September 2010
Nationwide Financial Services Inc June 2001 - October 2005
American Skandia Inc. September 1997 - May 2001
Skills
Risk Management, Securities, Financial Services, AML, FINRA, Insurance, Investments, Strategy, Litigation, Management, Risk Assessment, Process Improvement, Leadership, Training, Wealth Management, SEC, Internal Controls, Project Management
Education
University of Connecticut School of Law, Insurance Law Institute 1998 — 2000
Rutgers University School of Law - Camden 1992 — 1996
Juris Doctor, Law
Immaculata College
Bachelor of Arts
Bryn Mawr College
Ascension Investment Management 2010 - Present
Drexel University 2007 - 2009
Smart Financial Advisors 2004 - 2006
Lockwood Advisors 2002 - 2004
Brinker Capital 1996 - 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Due Diligence, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investment Strategies, Investments, Management, Portfolio Management, Private Equity, Risk Management, Valuation, Venture Capital
Education
Emory University 1992 — 1996
BBA, Finance
Michigan Way Marketing January 2014 - Present
Fruit Advantage / Traverse Bay Farms 2005 - Present
Lockwood Advisors 2000 - 2006
Travelers Insurance 1997 - 1999
ING Investment Management January 1993 - May 1997
Skills
Online Marketing, Entrepreneurship, Social Media Marketing, Brand Development, Marketing, Social Media, Product Development, Sales, Public Speaking, Brand Management, Investments, Web Marketing, Content Strategy, Contract Management, Blogging, Advertising, E-commerce, Leadership Development, Management
Education
Eastern Michigan University 1988 — 1991
BBA, Finance
Eastern Michigan University 1987 — 1991
BBA, Finance
Lockwood Advisors January 2000 - Present
K's Gourmet June 1996 - December 1999
Trinity Investment Management May 1989 - December 1999
Skills
Asset Allocation, Investment Advisory, Client Service, Portfolio Management, Investment Strategies, Due Diligence, Mutual Funds, Separately Managed..., ETFs, Writing, Presentation Skills, Investment Management, Securities, Investments, Series 7, Asset Management, Alternative Investments, Wealth Management
Education
Bucknell University
Bachelor of Arts (B.A.), Economics and Legal Studies
Lincoln Financial Group July 2014 - Present
Lockwood Advisors October 2010 - June 2014
Education
University of Pittsburgh
BSBA, Finance
Lockwood Advisors 2007 - Present
PNC Investments 2009 - 2010
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., Investment Advisory, Asset Management, Investments, Series 24
Education
Penn State University
Business Administration, Business Administration and Management, General