Courtney Lockwood

VP - Financial Consultant

+1 317-713-3826

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2002-present
  • Investment Consultant, Charles Schwab, 1999-2002

Education

  • BA, Telecommunications Sales and Management, Ball State University

Personal interests and affiliations

  • Women's Interactive Network-Charles Schwab
  • Local Community Ambassador of Charles Schwab

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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