Lisa Lynn Lockerman
Investment adviser representative at Lockerman Financial Group, Inc
18 yearsExperience
2 statesRegistered in
ChFC®Designation
$110.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Lockerman Financial Group, Inc.Nov 2021 to now
- Cambridge Investment Research Advisors, IncJan 2008 to Nov 2021
- Cambridge Investment Research, IncJan 2008 to Nov 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Lockerman Financial Group, Inc
$110.1MAssets managed
69Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2209271
- Firm CRD
- 316860