Lockett CroweCRD 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 18 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Cetera Advisor Networks LLC||El Segundo, CA||Jun 2016 - Current||1|
|Summit Brokerage Services||Boca Raton, FL||Apr 2013 - Current||4|
|Summit Financial Group Inc.||Boca Raton, FL||Apr 2013 - Current||4|
|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|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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