Robert P. Lockyer
Professional summary
Robert Paul Lockyer, who also goes by Bob Lockyer, is a registered financial advisor currently at BUSINESS WISE INSURANCE, PLLC located in Snohomish, Washington.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Paul Lockyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 10, 2019 - Present
BUSINESS WISE INSURANCE, PLLC
June 22, 2009 - December 21, 2012
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
June 22, 2009 - December 21, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
June 27, 1996 - April 7, 2009
EQUITABLE ADVISORS, LLC
July 6, 1994 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
July 6, 1994 - April 7, 2009
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/9/2025)
(3/27/2025)
(7/10/2019)
Exams
Current Firm
BUSINESS WISE INSURANCE, PLLC
CRD#: 297580 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 3,687,983 |
Red Flags
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