LOCKER FINANCIAL SERVICES, LLC

VERONA, New Jersey·2 registered advisors·CRD# 120900
SEC# 801-1182881973-256-2555
01

Firm Overview

AUM
$157M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LOCKER FINANCIAL SERVICES, LLC

2 registered advisors
Andrew Chan
VERONA, New Jersey
Lauren Locker
VERONA, New Jersey
05

Office Locations

VERONA, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. LOCKER FINANCIAL SERVICES, LLC (CRD# 120900) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.