Marisol
Naranjo
Lockwood Advisors Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Marisol Naranjo is a financial advisor who works in Waxhaw, North Carolina. Naranjo is an advisor for Lockwood Advisors Inc. Throughout their career, Naranjo has worked at Credit Suisse Securities (Usa) LLC, Metlife Securities Inc, Pershing LLC, North Highland Company, Mml Investors Services, LLC and Adhesion Wealth Advisor Solutions. Naranjo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in New Jersey and North Carolina. Lockwood Advisors Inc is a business headquartered in Pennington, NJ. It has $11 billion in assets across its 48,071 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 183 charities and foundations. Of its 48,071 client accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees typically depend on which services the firm provides the client. However, fees billed by Lockwood Advisors Inc most likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lockwood Advisors Inc Brokerage Details
$11,310,947,595
20
48,071
$235,297
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Marisol Naranjo Work History
Marisol has been registered as a financial advisor for 0 years.*
Pershing LLC
Adhesion Wealth Advisor Solutions
Mml Investors Services, LLC
Metlife Securities Inc
North Highland Company
Credit Suisse Securities (Usa) LLC
*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 Marisol Naranjo 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 Lockwood Advisors Inc
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
