Lockett Crowe
Lockett Crowe is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 26 years of industry experience. Lockett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
225 NE Mizner Blvd Ste 5550, Boca Raton, FL, 33432
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lockett is an acquisition manager for Riverrun Road LLC, an investment property company, dedicating minimal time to research and due diligence. Lockett is also a partner with their spouse in Vena, LLC, a holding company for real estate and related investment opportunities, spending minimal time on managerial duties and due diligence.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Investment Advisors
Proequities, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.