John E. Locke Financial Services,inc.
John E. Locke Financial Services,inc. (CRD# 112869) is a financial advisory firm headquartered in , . They manage $6,053,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$465,615
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
John Locke (CRD# 1297059) is an Investment Advisor Representative working at John E. Locke Financial Services,inc. in Elk Grove, CA and has over 26 years of experience in the finance industry. John Locke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.