Fred
Lockwood

Allen Capital Group, LLC

CRD#4201619
Investment Advisor
in Scottsbluff, NE

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About this Advisor

Fred Lockwood is a financial advisor based in Scottsbluff, Nebraska, working with Allen Capital Group, LLC. Fred has previously held positions at American Mortgage Company, Fred A. Lockwood & Co., Pc, Panhandle Concrete Products, Inc, Falco Financial Services, Inc, and Allen Capital Group. Fred is registered to provide services in Nebraska. Currently, Fred is part of Allen Capital Group, LLC, which operates out of Scottsbluff, Nebraska. The firm has 5 offices and 37 employees. The firm manages assets totaling $998.5 million 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, and selection of other advisers. The fee structure at Allen Capital Group, LLC includes asset-based, hourly, fixed, and commission-based fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1110 Circle Dr.
Scottsbluff, NE 69361

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Allen Capital Group, LLC Brokerage Details

Total Assets Under Management

$998,471,163

NE Average: $1,978,216,465
Total Number of Employees

37

NE Average: 226
Total Number of Accounts

6,140

NE Average: 7,467
Average Account Size

$162,617

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Fred Lockwood Work History

2014 - Present (10 years)

Allen Capital Group

1987 - Present (37 years)

American Mortgage Company

1983 - Present (41 years)

Panhandle Concrete Products, Inc

1964 - Present (60 years)

Fred A. Lockwood & Co., Pc

2003 - 2014 (11 years)

Falco Financial Services, Inc

Disclosures

Please visit the SEC profile of Fred 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 Allen Capital Group, LLC

Pamela Korth
Omaha, NE
Daniel Conroy
Omaha, NE
Benjamin Hanssen
Grand Island, NE
Brian Harmon
Omaha, NE
Carter Masteller
Grand Island, NE
Bradley Feik
Grand Island, NE
Randal Korth
Omaha, NE
Michael Stanton
Grand Island, NE

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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