Top financial advisors in Verona, NJ
We’ve curated a list of the best financial advisors in Verona, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$157,026,255
Number of advisors
3 advisors
| $157,026,255 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Verona, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Verona. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Locker Financial Services, LLC
Locker Financial Services, LLC is a financial advisory firm established in February 2000 in New Jersey, with Lauren Locker, CFP® and Andrew Chan, CFP®, CIMA® as the principal owners. The firm specializes in providing broad-based financial planning services, including retirement planning, estate planning, tax planning, and more. Clients are required to enter into an agreement setting the terms and conditions of the engagement, including the fee structure. The firm offers financial planning services with fees ranging from $3,500 to $6,500, and investment management services on a fee-only basis with an annual fee based on a percentage of assets under management. Clients have the option to have fees deducted from their custodial account. The firm exercises investment discretion, primarily allocating assets among various mutual fund classes and individual securities. Clients may impose restrictions on investing in certain securities. Locker Financial does not participate in wrap fee programs and does not charge performance-based fees. The firm does not accept physical custody of client securities and does not vote on proxies on behalf of clients. Clients receive regular account reviews and performance reports. The firm's advisors, Lauren Locker and Andrew Chan, hold certifications such as CFP® and CIMA®. Clients can contact the New Jersey Bureau of Securities for investor protection information and to research financial professionals.
$157,026,255 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Verona, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Verona. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.