Locker Financial Services, LLC

Locker Financial Services, LLC (CRD# 120900) is a financial advisory firm headquartered in Verona, NJ. They manage $157,026,255 in 362 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3 Claridge Drive, Suite 2, Verona, NJ 07044
http://www.lockerfinancial.com
By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $433,774
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NJ

Financial Advisors at Locker Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Chan, financial advisor Verona NJ
Andrew Chan
CRD#: 4693414
3 Claridge Drive, Suite 2, Verona, NJ 07044

Andrew Chan (CRD# 4693414) is an Investment Advisor Representative working at Locker Financial Services, LLC in Verona, NJ and has over 20 years of experience in the finance industry.

2
Lauren Locker, financial advisor Verona NJ
Lauren Locker
CRD#: 2122142
3 Claridge Drive, Suite 2, Verona, NJ 07044

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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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