NM
NM

Neil Metzheiser

18 Years of Experience
BrokerSells Insurance

Neil Metzheiser is a registered investment advisor, based in Atlanta, GA, with 18 years of industry experience.

Location

3280 Peachtree Rd Nw, Suite 1000, Atlanta, GA, 30305

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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

Neil works for Lockton Companies, LLC, spending nearly full-time in general insurance brokerage services, including health and group life insurance. He also provides investment advisory services through Lockton Investment Advisors, LLC, dedicating minimal time to this activity.

Employment History
Current Registrations
Lockton Investment Securities, LLC
July 2008 - Present · 17 yrs 9 mos
Lockton Investment Securities, LLCBroker
July 2008 - Present · 17 yrs 9 mos
Lockton Investment Advisors, LLC
February 2008 - Present · 18 yrs 2 mos
Previous Registrations
Aig Financial Advisors, INC.Broker
August 2007 - July 2008 · 11 mos
State Registrations1 state
GA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.