BN
BN

Brian Donald Neary

19 Years of Experience
BrokerSells Insurance
Compensation
N/A
Firm Size
23 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

1801 K Street NW Suite 200, Washington, DC, 20006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian works for Lockton Companies, LLC, an insurance brokerage firm, providing insurance consulting services to clients nearly full-time. He also spends minimal time providing investment advisory services through Lockton Investment Advisors, LLC.

Employment History
Current Registrations
Lockton Investment Advisors, LLC
June 2011 - Present · 14 yrs 8 mos
Lockton Investment Securities, LLC
May 2009 - Present · 16 yrs 9 mos
Lockton Investment Securities, LLCBroker
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Aetna Financial Services, INC.Broker
August 1986 - December 1989 · 3 yrs 4 mos
State Registrations4 states
DCDENYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.