Natalie LockeCRD Number: 1140619
Current Firm: Raymond James & Associates, Inc.
Natalie Locke (CRD# 1140619) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mandeville, LA and has over 18 years of experience in the finance industry.
Fpl Capital Management, LLC
Ameriprise Financial Services, Inc.
Gregory Ricks Llc Dba Gregory Ricks & Associates
|Raymond James & Associates, Inc.||Mandeville, LA||Feb 2013 - Current||4|
|Morgan Keegan & Company, Inc.||Hattiesburg, MS||Jan 2010 - Feb 2013||3|
|Morgan Keegan & Company, Inc.||Covington, LA||Aug 1998 - Jan 2010||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)