Locker Financial Services, LLC

Locker Financial Services, LLC (CRD# 120900) is a financial advisory firm headquartered in Little Falls, NJ. They manage $50,207,650 in 227 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $221,179
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
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.

NJ, NY

Financial Advisors at Locker Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lauren Locker
CRD#: 2122142
50 East Main Street, Suite 5, Little Falls, NJ 07424
90
Wealthminder
score

Lauren Locker (CRD# 2122142) is an Investment Advisor Representative working at Locker Financial Services, LLC in Little Falls, NJ and has 1 year of experience in the finance industry. Lauren Locker 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.

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