Angie Lockard (CRD# 5167867) is an Investment Advisor Representative working at Avantax Advisory Services in Haworth, NJ and has over 17 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Advisory Services | Ramsey, NJ | Oct 2019 - Current | 4 |
Avantax Investment Services, Inc. | Ramsey, NJ | Oct 2019 - Current | 4 |
Avantax Insurance Services | Ramsey, NJ | Jun 2018 - Current | 5 |
1st Global Capital, Corp | Ramsey, NJ | Jun 2018 - Current | 5 |
Lockard And Company Cpa LLC | Ramsey, NJ | Sep 2017 - Current | 6 |
Lockard Educational Services, LLC | Allendale, NJ | Sep 2012 - Current | 11 |
1st Global Advisors, Inc. | Ramsey, NJ | Jun 2018 - Oct 2019 | 1 |
1st Global Capital Corp | Suffern, NY | Apr 2015 - Jul 2017 | 2 |
1st Global Insurance Services, Inc. | Suffern, NY | Apr 2015 - Jul 2017 | 2 |
Pkf O'connor Davies | Montvale, NJ | Jan 2017 - Jun 2017 | < 1 |
Scialo, Reimann & Varley Cpa P.c. | Suffern, NY | Dec 2014 - Dec 2016 | 2 |
Cetera Financial Specialists LLC | Schaumburg, IL | Jul 2006 - Feb 2015 | 8 |
Starr, Darcy & Starr Pc | Englewood, NJ | Jan 2010 - Nov 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2006 |
S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- NJ
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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