Suzanne Lockwoodfisher, financial advisor Saint Charles IL

Suzanne Lockwoodfisher

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Suzanne M. Lockwoodfisher
Phone Number: 630-420-1360
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    471
    MILLIONS
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $1,228,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CO, FL, IL, IN, MI, TX, WI

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