Brian Neary
Brian Neary is a registered investment advisor at Lockton Investment Advisors, LLC, based in Washington, DC, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1801 K Street NW Suite 200, Washington, DC, 20006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian works for Lockton Companies, LLC, an insurance brokerage firm, providing insurance consulting services to clients nearly full-time. He also spends minimal time providing investment advisory services through Lockton Investment Advisors, LLC.
Employment History
Current Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLC
Lockton Investment Securities, LLCBroker
Previous Registrations
Aetna Financial Services, INC.Broker
State Registrations4 states
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