Joseph J. Locke & Company, Ltd.

Joseph J. Locke & Company, Ltd. (CRD# 115127) is a financial advisory firm headquartered in Forest Park, IL. They manage $53,879,739 in 274 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $196,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at Joseph J. Locke & Company, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph J. Locke
CRD#: 311375
7355 W. Madison, Forest Park, IL 60130
96
Wealthminder
score

Joseph Locke (CRD# 311375) is an Investment Advisor Representative working at Joseph J. Locke & Company, Ltd. in Forest Park, IL and has over 25 years of experience in the finance industry.

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