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Lauren Locker

LOCKER FINANCIAL SERVICES, LLC·VERONA, New Jersey
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3 CLARIDGE DRIVE, VERONA, NJ 07044CRD# 2122142Firm CRD# 120900
01

About

Lauren Locker is a registered financial advisor based in VERONA, New Jersey, affiliated with LOCKER FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LOCKER FINANCIAL SERVICES, LLC
LOCKER FINANCIAL SERVICES, LLC
AUM
$157M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LOCKER FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2122142
Firm CRD# 120900
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lauren Locker offer?
Lauren Locker specializes in Financial Planning, Investment Management. Contact their office in VERONA, New Jersey for a consultation.
What are Lauren Locker's credentials?
Lauren Locker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Locker located?
Lauren Locker is based in VERONA, New Jersey, working with LOCKER FINANCIAL SERVICES, LLC. Their office serves clients in the VERONA metropolitan area and surrounding communities.
How does Lauren Locker charge for services?
Lauren Locker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOCKER FINANCIAL SERVICES, LLC?
LOCKER FINANCIAL SERVICES, LLC has approximately 3 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VERONA
Andrew Chan — LOCKER FINANCIAL SERVICES, LLCKathryn Rose O'donnell — MAKROD INVESTMENT ASSOCIATES INC
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Research
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