Brian Joseph Lockett
Gestor de Cartera-Acciones en Comprehensive Wealth Management LLC .
Perfil
Mr. Brian J.
Lockett is Vice President & Wealth Manager at Comprehensive Wealth Management LLC.
He is not only responsible for monitoring and assisting with certain firm operations, but also meeting with clients to review their portfolios and advise them on a myriad of financial matters, from the simple to the highly complex.
He has extensive experience in the areas of financial planning, 401k group plans, investment strategies, and insurance.
Mr. Lockett graduated with a Bachelor of Arts from the College of Business and Economics at Washington State University.
He is a Certified Financial Planner.
Cargos activos de Brian Joseph Lockett
| Empresas | Cargo | Inicio |
|---|---|---|
Comprehensive Wealth Management LLC
 Comprehensive Wealth Management LLC Investment ManagersFinance Comprehensive Wealth Management LLC (CWM) is an independent asset management firm headquartered in Lynwood, Washington. The firm was founded in 2001 by Gary Arford. CWM provides advisory services to various clients such as individuals, trusts, and individual pension plan accounts. | Gestor de Cartera-Acciones | 01/01/2002 |
Formación de Brian Joseph Lockett.
| Washington State University | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Comprehensive Wealth Management LLC
Comprehensive Wealth Management LLC Investment ManagersFinance Comprehensive Wealth Management LLC (CWM) is an independent asset management firm headquartered in Lynwood, Washington. The firm was founded in 2001 by Gary Arford. CWM provides advisory services to various clients such as individuals, trusts, and individual pension plan accounts. | Finance |
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