Mitsuo Lockrow (CRD# 2640883) is an Investment Advisor Representative working at Cambridge Wealth Management, LLC in Cambridge, NY and has over 28 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Wealth Management, LLC | Cambridge, NY | Oct 2014 - Current | 9 |
Mutual Securities, Inc. | Camarillo, CA | Nov 2014 - Sep 2018 | 3 |
Purshe Kaplan Sterling Investments | Albany, NY | Sep 2013 - Oct 2014 | 1 |
King Wealth Management | Saratoga Springs, NY | Sep 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1995 |
S65 | NASAA Investment Advisors Law Examination | May 1996 |
- NY
- TX
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts103ACCOUNTS
-
Average Account Value$270,440
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NY, TX
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