Neil Metzheiser, financial advisor Atlanta GA
93 score

Neil Metzheiser

CRD Number: 5353170
Current Firm: Lockton Investment Advisors, LLC

Neil Metzheiser (CRD# 5353170) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lockton Financial Advisors, LLC Kansas City, MO Jul 2008 - Current 8
Lockton Investment Advisors, LLC Kansas City, MO Jan 2008 - Current 8
Lockton Companies, LLC Atlanta, GA Sep 1992 - Current 24
Aig Financial Advisors, Inc. Atlanta, GA Jun 2007 - Jun 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Neil M. Metzheiser
Phone Number: 816-960-9000
Firm Website: http://www.lockton.com/
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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