Locke Financial Services, Inc.

Locke Financial Services, Inc. (CRD# 117611) is a financial advisory firm headquartered in Palatine, IL. They manage $41,451,100 in 141 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $293,979
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IA, IL

Financial Advisors at Locke Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Denzil A. Locke
CRD#: 1660024
662 N. 1st Bank Drive, Palatine, IL 60067
83
Wealthminder
score

Denzil Locke (CRD# 1660024) is an Investment Advisor Representative working at Locke Financial Services, Inc. in Palatine, IL and has over 20 years of experience in the finance industry.

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