Douglas
Lockwood
Cx Institutional, LLC
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About this Advisor
Douglas Lockwood is a financial advisor based in Auburn, Indiana, working with Cx Institutional, LLC. Douglas has previously held positions at Lpl Financial LLC, Hefty Wealth Partners, Inc F/K/A Cornerstone Wealth Management, and Cx Institutional, LLC. Douglas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Douglas is part of Cx Institutional, LLC, which operates out of Auburn, Indiana. The firm has 8 offices and 85 employees. The firm manages assets totaling $2.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Cx Institutional, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,386,979,619
85
8,548
$279,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Douglas Lockwood Work History
Cx Institutional, LLC
Hefty Wealth Partners, Inc F/K/A Cornerstone Wealth Management
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Douglas Lockwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cx Institutional, LLC
Auburn, IN
Auburn, IN
River Falls, WI
Oklahoma City, OK
Auburn, IN
Plano, TX
Plano, TX
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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