Strategic Partners

At Lockerman Financial Group, in addition to the experience, expertise and personal service offered by our staff, clients benefit from strategic partnerships we have with a variety of firms and individuals.

Cambridge Investment Research, Inc.
Lockerman Financial Group is an independent firm and has partnered with Cambridge Investment Research as our Broker/Dealer and Registered Investment Advisor.  Cambridge is a member of FINRA/SIPC.

As a Broker/Dealer, Cambridge provides Lockerman Financial Group with securities clearing firms (Fidelity and Pershing), cutting-edge technology, compliance, continuing education, business management resources, client resources, and access to thousands of non-proprietary products.

Professional Advisors
Through our ongoing networking, professional associations, and community involvement, we have relationships with a variety of attorneys, accountants, mortgage, real estate and other professionals who can provide expertise within their fields.

Technology Partners
Our cutting-edge technology programs provide us with support, advanced planning tools, resources, and financial planning case design.

Investment & Asset Management Firms
We have access to a vast array of firms that offer expertise in investment programs and products.  From traditional investments, such as mutual funds, stocks and bonds, to alternatives such as real estate, oil & gas, and 1031 exchange programs, to employer sponsored retirement plans, we partner with the experts.

Group Employee Benefit Providers
We partner with various employee benefit providers who have the expertise, programs and products our business owner clients need to create benefit plans that best fit their needs.

Insurance Firms
We partner with insurance firms and benefit from their resources and expertise when it comes to the latest insurance solutions and products to suit our clients’ needs.