Edward Lockett (CRD# 6196017) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 6 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Wealth Group, LLC | Lexington, KY | Jun 2021 - Current | 2 |
| Fwg Investments, LLC | Lexington, KY | Jun 2021 - Current | 2 |
| Thrivent Financial | Appleton, WI | Mar 2020 - Jun 2021 | 1 |
| Thrivent Investment Management Inc. | Lexington, KY | Dec 2019 - Jun 2021 | 1 |
| Thrivent Financial | Appleton, WI | Jan 2020 - Mar 2020 | < 1 |
| Edward Jones | St Louis, MO | Oct 2017 - Oct 2019 | 2 |
| Aflac | Lexington, KY | Mar 2017 - Oct 2017 | < 1 |
| Commonwealth Schools Of Insurance | Louisville, KY | Feb 2017 - Sep 2017 | < 1 |
| Commonwealth Of Kentucky | Frankfort, KY | Feb 2016 - Feb 2017 | 1 |
| Aflac | Lexington, KY | Jun 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- KY
-
Total Assets Under Management206MILLIONS
-
Total Number of Accounts2,659ACCOUNTS
-
Average Account Value$77,437
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, HI, IN, KY, NC, OH, SC, TN, TX, WV
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