Locke Financial Services, Inc.
Locke Financial Services, Inc. (CRD# 117611) is a financial advisory firm headquartered in Palatine, IL. They manage $24,000,000 in 80 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$300,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, IA, IL
Stacy Norton (CRD# 5329453) is an Investment Advisor Representative working at Locke Financial Services, Inc. in Smyrna, GA and has over 9 years of experience in the finance industry.
Denzil Locke (CRD# 1660024) is an Investment Advisor Representative working at Locke Financial Services, Inc. in Palatine, IL and has over 19 years of experience in the finance industry.