John
Lockwood
Sageview Advisory Group, LLC
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About this Advisor
John Lockwood is a financial advisor based in Boston, Massachusetts, working with Sageview Advisory Group, LLC. John has previously held positions at Eaton Vance Distributors, Inc, Eaton Vance Management, Bank Of America, Cumulus Media, Invesco Us, Sageview Advisory Group, Cetera Advisor Networks, and Sageview Advisory Group, LLC. John has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, John is part of Sageview Advisory Group, LLC, which operates out of Boston, Massachusetts. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 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, selection of other advisers, and educational seminars. The fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$202,573,491,630
262
34,543
$5,864,386
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
- Educational seminars/workshops
John Lockwood Work History
Sageview Advisory Group, LLC
Cetera Advisor Networks
Sageview Advisory Group
Invesco Us
Eaton Vance Distributors, Inc
Eaton Vance Management
Bank Of America
Cumulus Media
Disclosures
Please visit the SEC profile of John 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 Sageview Advisory Group, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Tulsa, OK
Newport Beach, CA
Redwood City, CA
Redwood City, CA
Boston, MA
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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