LOCKE FINANCIAL SERVICES, INC.

PALATINE, Illinois·1 registered advisor·CRD# 117611
SEC# 801-67590847-991-2705
01

Firm Overview

AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LOCKE FINANCIAL SERVICES, INC.

1 registered advisor
Denzil Alan Locke
PALATINE, Illinois
05

Office Locations

PALATINE, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. LOCKE FINANCIAL SERVICES, INC. (CRD# 117611) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.