Brian
Lockett
Comprehensive Wealth Management
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About this Advisor
Brian Lockett is a certified financial planner who works in Lynnwood, Washington who has 15 years of relevant experience. Lockett works at Comprehensive Wealth Management. Lockett has gained experience at Comprehensive Wealth Management, LLC, Geneos Wealth Management, Inc and Independent Finacial Group LLC. Lockett holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California, Colorado, Idaho, Oregon and Washington. Comprehensive Wealth Management is a registered investment firm that has its headquarters in Lynnwood, WA. It has $281 million in assets under management between its 1,578 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 1,578 accounts, 16% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely depend on the type of services provided. Fees billed by Comprehensive Wealth Management can consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Comprehensive Wealth Management Brokerage Details
$280,754,746
12
1,578
$177,918
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Brian Lockett Work History
Brian has been registered as a financial advisor for 15 years.*
Independent Finacial Group LLC
Comprehensive Wealth Management, LLC
Geneos Wealth Management, 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 Brian Lockett 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 Comprehensive Wealth Management
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
