Luther
Lockwood

M Holdings Securities, Inc

CRD#2082331
Investment Advisor
in Charlotte, NC
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About this Advisor

Luther Lockwood is an investment advisor located in Charlotte, North Carolina. Currently a registered advisor with M Holdings Securities, Inc, Lockwood has a notable 22 years of professional experience in the financial advisory industry. Lockwood holds a Series 63 license, designating the advisor as a securities representative. Lockwood is registered to work with customers based out of North Carolina. Throughout their career, they have worked at Mecklenburg Securities Corporation, Wachau Insurance Advisors, Inc and M Holdings Securities, Inc. M Holdings Securities, Inc is based out of Charlotte, North Carolina, and operates out of 113 additional brick-and-mortar locations across the nation. In aggregate, M Holdings Securities, Inc manages $3 billion in assets across 7,718 accounts and retains more than 279 people. The firm's total assets under management places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 14% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. M Holdings Securities, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

22 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1017 E. Morehead St. Ste. 100
Charlotte, NC 28204

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$2,799,355,830

NC Average: $1,120,203,312
Total Number of Employees

852

NC Average: 50
Total Number of Accounts

8,297

NC Average: 1,309
Average Account Size

$337,394

NC Average: $855,770

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Luther Lockwood Work History

Luther has 22 years of experience.

2009 - Present (10 years)

M Holdings Securities, Inc

2008 - Present (11 years)

Wachau Insurance Advisors, Inc

1996 - Present (23 years)

Mecklenburg Securities Corporation

Disclosures

Luther Lockwood has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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