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Allen Lockwood

Allen Lockwood

Wealth Management Advisor

Followers of Allen Lockwood1000 followers
location of Allen LockwoodCharlotte, North Carolina, United States

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  • Timeline

  • About me

    Senior Vice President Wealth Consultant CFP®, ChFC®, CEPA®|

  • Education

    • Appalachian State University

      1989 - 1993
      Bachelor of Science - BS

      Activities and Societies: Alpha Phi Alpha Fraternity, Inc. Alpha Kappa Psi

  • Experience

    • Truist Wealth

      May 2005 - Mar 2021
      Wealth Management Advisor

      BB&T Securities, LLC, member FINRA/SIPC, is a wholly owned nonbank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Securities are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for BB&T Securities may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additionalimportant disclosures please visit www.bbtsecurities.com Show less

    • FIRST CITIZENS INVESTOR SERVICES, INC.

      Apr 2021 - now
      Wealth Consultant

    • First Citizens Wealth Management

      Apr 2021 - now
      Wealth Consultant

  • Licenses & Certifications

    • Series 7, 63, 65, 24

      FINRA