Suzanne Marie Lockwoodfisher
Investment adviser representative at Dhjj Financial Advisors
15 yearsExperience
1 stateRegistered in
$623.4MFirm assets
33 yearsFirm in business
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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
- Pension consulting
Experience
15 years in the industry.
- Dhjj Financial AdvisorsJul 2021 to now
- Dhjj Finanical Advisors, Ltd.Feb 2020 to now
- LPL Financial, LLCOct 2018 to Feb 2020
- Cetera Advisor NetworksJan 2013 to Oct 2018
- Total Clarity Wealth Management, IncSep 2011 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Dhjj Financial Advisors
Legal name: Dhjj Financial Advisors, Ltd.
$623.4MAssets managed
431Clients
7Advisers
33 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
- 2189281
- Firm CRD
- 107034