Suzanne Lockwoodfisher (CRD# 2189281) is an Investment Advisor Representative working at Dhjj Financial Advisors in Saint Charles, IL and has over 31 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dhjj Finanical Advisors, Ltd. | St. Charles, IL | Feb 2020 - Current | 4 |
| Lpl Financial, LLC | St Charles, IL | Oct 2018 - Feb 2020 | 1 |
| Total Clarity Wealth Management, Inc. | St. Charles, IL | Sep 2011 - Feb 2020 | 8 |
| Cetera Advisor Networks | El Segundo, CA | Jan 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- IL
-
Total Assets Under Management464MILLIONS
-
Total Number of Accounts1,319ACCOUNTS
-
Average Account Value$351,723
- 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
- Pension consulting services
- Other
CO, FL, IL, IN, MI, TX, WI
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