Oxbow Advisors
47yrs
Top advisor by experience in Austin
10yrs
Austin Locklear is a fiduciary financial advisor in Austin, Texas, with 10 years in the industry. After nine years at Edward Jones, Austin joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office3700 N Capital Of Texas Hwy, Austin, TX 78746
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowMerrillCurrent firm
- 2016 – 2025Edward JonesPreviously
Contact Austin
(800) 637-7455Firm headquarters in New York, NY. Ask for Austin. 3700 N Capital Of Texas HwyAustin, TX 78746Office · Get directions
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Questions to ask Austin
Tailored to Austin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Austin
How do I contact Austin?
Call Merrill at (800) 637-7455 and ask for Austin Locklear. Austin works from the Austin, TX office.
How long has Austin been a financial advisor?
Austin has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Austin hold?
Series 66. Tap any license on this page to see what it allows.
Is Austin a fiduciary?
Austin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Austin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Austin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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