Lockwood Talmage Sloan
Investment adviser representative at Shikiar Asset Management Inc
11 yearsExperience
1 stateRegistered in
CFADesignation
$564MFirm assets
Are you Lockwood Talmage Sloan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Shikiar Asset Management Inc.Jun 2015 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NY).
Shikiar Asset Management Inc
$564MAssets managed
148Clients
2Advisers
33 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
- 2609023
- Firm CRD
- 107533