Log-on Request Form

Lockwood's services are provided only through independent financial advisors. We do not take accounts directly from investors.

This website is designed for independent financial advisors who want to learn more about Lockwood's Managed Account Link (sm) program.

To obtain a log-on, please complete all of the questions, and you will be contacted by a member of our Business Development Team.

What degrees/designations/licenses do you have?
BA
BS
JD
LLM 		MBA
PhD
CFA
CFP 		ChFC
CLU
CPA
Series 6 		Series 7
Series 26
Series 2
Other
How many clients do you have?
Under 25 25-50 51-100 Over 100
Do you provide investment advisory services?
Yes No
If yes, approximately what level of assets do you have under management?
Under $10 million
$10 million - $25 million
$26 million - $50 million
$51 million - $75 million
Over $75 million


 
 

Your Name


Company Name


Position


Address

City
State
Zip

Phone


Fax


Email Address


Name of Your Broker/Dealer

You may when done, or if you want to start over.