Christian Moreno is a registered investment advisor at Lockton Investment Advisors, LLC, based in Dallas, TX, with 12 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
23 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2100 Ross Avenue, Suite 1200, Dallas, TX, 75201

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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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Employment History
Current Registrations
Lockton Investment Advisors, LLC
December 2013 - Present · 12 yrs 4 mos
State Registrations2 states
MOTX
Advisor

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.