Michael Barczak, financial advisor Dallas TX
90 score

Michael Barczak

CRD Number: 5928696
Current Firm: Lockton Investment Advisors, LLC

Michael Barczak (CRD# 5928696) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Dallas, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lockton Financial Advisors, LLC Dallas, TX Oct 2017 - Current < 1
Lockton Investment Advisors Dallas, TX Oct 2017 - Current < 1
Lockton Companies, LLC Dallas, TX Oct 2017 - Current < 1
Unemployed Dallas, TX Aug 2017 - Oct 2017 < 1
Wells Fargo Advisors Financial Network, LLC Boston, MA Apr 2014 - Aug 2017 3
Guardian Life Insurance Co Of America Needham, MA Jun 2012 - Apr 2014 1
Park Avenue Securities Needham, MA Jun 2013 - Jan 2014 < 1
Denison University Granville, OH Jan 2011 - May 2012 1
Denison University Granville, OH Aug 2008 - May 2012 3
Edward Jones Crosby, TX May 2011 - Aug 2011 < 1
Woodside Athletic Club Beverly Hills, MI May 2010 - Aug 2010 < 1
Forest Hills Swim Club Birmingham, MI May 2007 - Aug 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Michael J. Barczak
Phone Number: 816-960-9000
Firm Website: http://www.lockton.com/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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