Eric
Lockerman
Novare Capital Management
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About this Advisor
Eric Lockerman is a financial advisor who works in Charlotte, North Carolina who has 2 years of industry experience. Lockerman is currently employed by Novare Capital Management. The advisor has gained experience at Tiaa, University Of North Carolina At Charlotte, Marco Awards Group, Brookstone, Novare Capital Management, LLC and Wells Fargo Bank, Na. Lockerman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Novare Capital Management is a registered investment firm based out of Charlotte, NC. It oversees $1 billion in total assets among its 702 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 702 accounts, 60% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically depend on the type of services offered. Fees billed by Novare Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Novare Capital Management Brokerage Details
$1,322,652,050
22
702
$1,884,120
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Lockerman Work History
Eric has been registered as a financial advisor for 2 years.*
Novare Capital Management, LLC
Wells Fargo Bank, Na
Tiaa
University Of North Carolina At Charlotte
Brookstone
Marco Awards Group
*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 Eric Lockerman 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 Novare Capital Management
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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