Brian Lockett Email & Phone Number
VP, Lead Advisor @ Comprehensive Wealth Management, LLC
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Brian Lockett Location
- Lynnwood, WA, US
Brian Lockett Work
- 2002 -now VP, Lead Advisor @
Brian Lockett Education
- Washington State University - College of Business and Economics
BA (Management Information Systems)
1997-2001
Brian Lockett Skills
- Wealth Management Services
- Personal Financial Planning
- Retirement Planning
- Portfolio Management
- Wealth Management
- Asset Managment
- Investment Strategies
- Investments
- Stocks
- Bonds
- ETFs
- Mutual Funds
- Alternative Investments
- REITs
- Limited Partnerships
- Qualified Retirement Plans
- 401k
- 403b
- TSA
- Variable Annuities
- Pensions
- Defined Benefit Plan
- Life Insurance
- Series 7
- CFP(r)
- Insurance
- Asset Management
Brian Lockett Summary
- Brian Lockett, based in Lynnwood, WA, US, is currently a VP, Lead Advisor at Comprehensive Wealth Management, LLC. Brian Lockett holds a 1997 - 2001 BA in Management Information Systems @ Washington State University - College of Business and Economics. With a robust skill set that includes Wealth Management Services, Personal Financial Planning, Retirement Planning, Portfolio Management, Wealth Management and more. Brian Lockett has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Comprehensive Wealth Management, LLC Employees
Sue Thorning
Sr. Account Administrator
Lynnwood, WA, US
Kelsey Wingate
Client Experience Manager
Kirkland, WA, US
Shilo Lockett
President
Lynnwood, WA, US
Brian Lockett
VP, Lead Advisor
Lynnwood, WA, US
Sue Thorning
Sr Account Administrator
Lynnwood, WA, US
Morgan Arford
Chief Investment Officer
Edmonds, WA, US
Janice Olson
Executive Assistant
Everett, WA, US
Anna Doll
Lead Account Administrator
Lynnwood, WA, US
Jason Heid
Financial Planner
Kirkland, WA, US
Jordan Tuchek
Trading Manager
Bellingham, WA, US
Jay Lee
Para Planner
Bothell, WA, US
Sophie Thilenius
Operations Associate
Lynnwood, WA, US
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