Suzanne LockwoodfisherCRD Number: 2189281
Current Firm: Dhjj Financial Advisors
Suzanne Lockwoodfisher (CRD# 2189281) is an Investment Advisor Representative working at Dhjj Financial Advisors in Saint Charles, IL and has over 30 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Dhjj Finanical Advisors, Ltd.||St. Charles, IL||Feb 2020 - Current||2|
|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|
|Financial Network||El Segundo, CA||Oct 2009 - Dec 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1992|
|S65||NASAA Investment Advisors Law Examination||Apr 2021|
Total Assets Under Management471MILLIONS
Total Number of Accounts383ACCOUNTS
Average Account Value$1,228,571
- 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
CO, FL, IL, IN, MI, TX, WI
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