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Edward Matthew Lockett

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEducation PlanningReal Estate InvestingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$174K average
Assets Under Management
$250.1M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509

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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 Activities

Edward is an elected State Representative for Kentucky's 39th District since 2021, spending about half his time in this role. About a quarter of his time is spent on this activity during securities trading hours.

Employment History
Current Registrations
Fwg Investments, LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Thrivent Investment Management INC.
December 2019 - July 2021 · 1 yr 7 mos
Thrivent Investment Management INC.Broker
December 2019 - July 2021 · 1 yr 7 mos
Edward Jones
December 2017 - October 2019 · 1 yr 10 mos
Edward JonesBroker
November 2017 - October 2019 · 1 yr 11 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Edward Matthew Lockett - Financial Advisor | TrueAdvisor