David
Lockman
Newedge Advisors
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About this Advisor
David Lockman is a financial advisor based in New Orleans, Louisiana, working with Newedge Advisors. David has previously held positions at Lpl Financial LLC, The Huntington Investment Company, Huntington National Bank, Mid Atlantic Financial Management, Inc, and Newedge Advisors, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, David is part of Newedge Advisors, which operates out of New Orleans, Louisiana. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Lockman Work History
Newedge Advisors, LLC
Mid Atlantic Financial Management, Inc
The Huntington Investment Company
Huntington National Bank
Lpl Financial LLC
Disclosures
Please visit the SEC profile of David Lockman 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 Newedge Advisors
Rancho Cordova, CA
Lake Charles, LA
New Orleans, LA
New Orleans, LA
Saint Simons Island, GA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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