Lauren Locker
Investment adviser representative at Locker Financial Services, LLC
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$213.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
34 years in the industry.
- Locker Financial Services, LLCOct 1992 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, NJ).
Locker Financial Services, LLC
$213.8MAssets managed
141Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2122142
- Firm CRD
- 120900