Susan
Greene Lockwood
Premium 72 Capital
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About this Advisor
Susan Greene Lockwood is a financial advisor based in Houston, Texas, working with Premium 72 Capital. Susan has previously held positions at Sage Southeastern Securities, Inc, Certus Investment Advisors, Sandlapper Securities, LLC, Sandlapper Wealth Management, LLC, Cabot Lodge Securities LLC, and Premium 72 Capital. Susan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Susan is part of Premium 72 Capital, which operates out of Houston, Texas. The firm has 2 employees and manages assets totaling $10.0 million. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Premium 72 Capital includes asset-based fees.
Certifications and Registrations
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Premium 72 Capital Brokerage Details
$10,000,000
2
15
$666,667
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Susan Greene Lockwood Work History
Premium 72 Capital
Cabot Lodge Securities LLC
Sandlapper Securities, LLC
Sandlapper Wealth Management, LLC
Certus Investment Advisors
Sage Southeastern Securities, Inc
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
Houston, TX
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