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Susan Lockwood

LIBERTY ADVISORS, LLC·ANDERSON, South Carolina
Unclaimed Profile
299 E GREENVILLE ST, ANDERSON, SC 29621CRD# 1807638Firm CRD# 145196
01

About

Susan Lockwood is a registered financial advisor based in ANDERSON, South Carolina, affiliated with LIBERTY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LIBERTY ADVISORS, LLC
EPS ADVISORS
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LIBERTY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1807638
Firm CRD# 145196
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Lockwood offer?
Susan Lockwood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANDERSON, South Carolina for a consultation.
What are Susan Lockwood's credentials?
Susan Lockwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Lockwood located?
Susan Lockwood is based in ANDERSON, South Carolina, working with LIBERTY ADVISORS, LLC. Their office serves clients in the ANDERSON metropolitan area and surrounding communities.
How does Susan Lockwood charge for services?
Susan Lockwood's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIBERTY ADVISORS, LLC?
LIBERTY ADVISORS, LLC has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ANDERSON
David Craig Dameron — LIBERTY ADVISORS, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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