Lockett Crowe, financial advisor Boca Raton FL
93 score

Lockett Crowe

CRD Number: 3160820
Current Firm: Summit Financial Group Inc.

Lockett Crowe (CRD# 3160820) is an Investment Advisor Representative working at Summit Financial Group Inc. in Boca Raton, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jun 2016 - Current < 1
Summit Brokerage Services Boca Raton, FL Apr 2013 - Current 3
Summit Financial Group Inc. Boca Raton, FL Apr 2013 - Current 3
Proequities, Inc. Birmingham, AL Mar 2003 - Apr 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Lockett R. Crowe
Phone Number: 561-338-2600
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

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

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