Locker Financial Services, LLC
Locker Financial Services, LLC (CRD# 120900) is a financial advisory firm headquartered in Verona, NJ. They manage $157,026,255 in 362 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Locker Financial Services, LLC
By the Numbers
-
Total Assets Under Management157MILLION
-
Total Number of Accounts362ACCOUNTS
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Average Account Value$433,774
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NJ
Financial Advisors at Locker Financial Services, LLC
1
Andrew Chan (CRD# 4693414) is an Investment Advisor Representative working at Locker Financial Services, LLC in Verona, NJ and has over 20 years of experience in the finance industry.
2
Lauren Locker (CRD# 2122142) is an Investment Advisor Representative working at Locker Financial Services, LLC in Verona, NJ and has 1 year of experience in the finance industry.
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