Jeff LockerCRD Number: 3181054
Current Firm: Cambridge Investment Research Advisors, Inc.
Jeff Locker (CRD# 3181054) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Charles, MO and has over 17 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2012 - Current||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2012 - Current||5|
|Top End Properties||St Charles, MO||Jan 2005 - Current||13|
|Sunset Financial Services||Kansas City, MO||Oct 2011 - Jun 2012||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2010 - Oct 2011||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2010 - Oct 2011||1|
|Securian Financial Services||St. Paul, MN||Feb 2000 - Feb 2010||10|
|Renaissance Financial Corp||Clayton, MO||Feb 2000 - Feb 2010||10|
|Usa Mortgage||St Louis, MO||Jul 2005 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV