Lockwood Advisors, Inc.

 Lockwood Advisors, Inc. contact information is shown below
Owner:LOCKWOOD ADVISORS, INC.
Owner Address:760 Moore Road King of Prussia PA 19406
Owner Web Site
Owner Phone
Owner Toll Free
Owner Fax

 

Brands Owned byLockwood Advisors, Inc.

Brand:

ADVISOR FLEX PORTFOLIOS
Description:

Financial management and investment services for registered investment advisors, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, and individually managed account services;
Category: FINANCIAL MANAGEMENT INVESTMENT SERVICES
Brand:

ADVISORPORT
Description:

PROVIDING WEB-BASED TRAINING FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS IN THE FIELD OF INVESTMENT ACCOUNT ADMINISTRATION;FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION;ADVISOR PORT;BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING;PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS;TECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS;
Category: PROVIDING WEB BASED TRAINING FINANCIAL
Brand:

DISTRIBUTOR WORKSTATION
Description:

DISTRIBUTOR WORK STATION;WORKSTATION;Providing temporary use of non-downloadable computer software for managing financial investments via the Internet;
Category: DISTRIBUTOR WORK STATION
Brand:

INVESTOR WORKSTATION
Description:

INVESTOR WORK STATION;Providing temporary use of non-downloadable computer software for managing financial investments via the Internet;
Category: INVESTOR WORK STATION
Brand:

LIS2
Description:

The mark consists of the wording LIS2 where the number 2 appears as a superscript.;financial management and investment advisory services, namely, providing investment professionals and broker/dealers with offers of variable insurance and annuities for its clients;Color is not claimed as a feature of the mark.;
Category: