![Luellen H. Lockwood](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Ms. Lockwood is a Certified Public Accountant with 7 years of public accounting experience and 17 years in private accounting.
She has previously worked as a corporate controller and an assistant corporate controller.
Ms. Lockwood graduated from the University of South Florida with a BA in Business Administration.
In addition, she is certified as an Enrolled Agent to practice before the Internal Revenue Service.
Ms. Lockwood handles all aspects in accounting for The Pacific Financial Group, Inc., including preparation of all financial statements.
She is also responsible for compliance, computer system administration, human resources and office management.
Former positions of Luellen H. Lockwood
Companies | Position | End |
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Pacific Financial Group, Inc.
![]() Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Director of Finance/CFO | 2005-12-31 |
Training of Luellen H. Lockwood
University of South Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Pacific Financial Group, Inc.
![]() Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
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