Gregory
Allison
Lockwood Advisors Inc
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About this Advisor
Gregory Allison is a financial advisor working out of Pennington, New Jersey with 1 year of relevant experience. Allison works at Lockwood Advisors Inc. Their career trajectory has included roles at Axa Distributors, LLC, Wells Fargo Bank, The Running Place, Unc - Chapel Hill, Hartford Funds Distributors, LLC, Foster'S Market and Pershing LLC. Allison maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Lockwood Advisors Inc is a registered investment business operating out of Pennington, NJ. It handles $11 billion in total assets among its 48,071 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 183 charitable organizations. Of its 48,071 customer accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Lockwood Advisors Inc provides a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically depend on the services. Fee types billed by Lockwood Advisors Inc likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lockwood Advisors Inc Brokerage Details
$11,310,947,595
20
48,071
$235,297
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Gregory Allison Work History
Gregory has been registered as a financial advisor for 1 years.*
Pershing LLC
Hartford Funds Distributors, LLC
Axa Distributors, LLC
Wells Fargo Bank
Foster'S Market
The Running Place
Unc - Chapel Hill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Allison 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 Lockwood Advisors Inc
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
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