Best Investors
Account
Sign in
Best Investors
Account
Sign in
7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2008-02-20 |
Branch Locations
3280 Peachtree Rd Nw Suite 1000, Atlanta, GA 30305 • United States
7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Companies, Llc | Atlanta | GA | 09/1992 | Present |
| Lockton Investment Advisors, Llc | Kansas City | MO | 01/2008 | Present |
| Lockton Financial Advisors, Llc | Kansas City | MO | 07/2008 | Present |
LOCKTON COMPANIES, LLC, 3280 PEACHTREE ROAD NE, SUITE 800, ATLANTA, GA 50503. I SPEND BETWEEN 120-130 HOURS PER MONTH IN GENERAL INSURANCE BROKERAGE SERVICES (HEALTH INSURANCE, GROUP LIFE INSURANCE, ETC.). LOCKTON INVESTMENT ADVISORS, LLC, 3280 PEACHTREE ROAD NE, SUITE 800, ATLANTA, GA 50503. APPROXIMATELY 1% OF MY TIME I PROVIDE INVESTMENT ADVISORY SERVICES THROUGH LOCKTON INVESTMENT ADVISORS, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-10 |
Reach out to this advisor