Susan
Greene Lockwood
Premium 72 Capital
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About this Advisor
Susan Greene Lockwood is a financial advisor operating in Anderson, South Carolina who has 2 years of relevant experience. Greene Lockwood works at Premium 72 Capital. Their career trajectory has included roles at Sage Southeastern Securities, Inc, Certus Investment Advisors, Sandlapper Securities, LLC, Sandlapper Wealth Management, LLC, Cabot Lodge Securities LLC and Premium 72 Capital. Greene Lockwood maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia, South Carolina and Texas. Premium 72 Capital is a financial advisory business based out of Houston, TX. The firm has offices in two locations and just four employees. It handles $71 million in assets across its 125 client accounts, making it one of the smaller firms in the United States by assets under management. Premium 72 Capital offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on which services are offered. However, fees charged by Premium 72 Capital typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Premium 72 Capital Brokerage Details
$70,500,000
4
125
$564,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Susan Greene Lockwood Work History
Susan has been registered as a financial advisor for 2 years.*
Premium 72 Capital
Cabot Lodge Securities LLC
Sandlapper Securities, LLC
Sandlapper Wealth Management, LLC
Certus Investment Advisors
Sage Southeastern Securities, Inc
*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 Susan Greene 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 Premium 72 Capital
Houston, TX
Anderson, SC
Greenville, SC
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