Locke Financial Services, Inc.
Locke Financial Services, Inc. (CRD# 117611) is a financial advisory firm headquartered in Palatine, IL. They manage $51,500,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Locke Financial Services, Inc.
By the Numbers
-
Total Assets Under Management52MILLION
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Total Number of Accounts120ACCOUNTS
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Average Account Value$429,167
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, IL
Financial Advisors at Locke Financial Services, Inc.
1
Denzil Locke (CRD# 1660024) is an Investment Advisor Representative working at Locke Financial Services, Inc. in Palatine, IL and has over 26 years of experience in the finance industry.
2
Craig Freund (CRD# 7391693) is an Investment Advisor Representative working at Locke Financial Services, Inc. in Palatine, IL and has 1 year of experience in the finance industry.
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