Best Investors Account Sign in
Inactive

Andrew Chan

Locker Financial Services, LLC

Verona, NJ

Needham, MA

Claim This Profile
Current Employers
Locker Financial Services, Llc

25 Pompton Avenue Suite 101, Verona, NJ 07044 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-27
MA RA APPROVED 2017-01-30
NJ RA APPROVED 2017-01-23
  • TX RA
    APPROVED
    Since 2026-02-27
  • MA RA
    APPROVED
    Since 2017-01-30
  • NJ RA
    APPROVED
    Since 2017-01-23

Branch Locations

25 Pompton Avenue Suite 101, Verona, NJ 07044 • United States

117 Kendrick Street, Suite 300, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrative Financial Advisors Llc Framingham MA 08/2008 01/2017
Locker Financial Services, Llc Verona NJ 01/2017 Present
Previous Registrations
  • 2008-09-04 → 2017-03-02
    Integrative Financial Advisors Llc
    Framingham, MA
    Framingham, MA
  • 2006-07-19 → 2008-12-31
    Family Financial Architects, Inc.
    Natick, MA
  • 2003-12-18 → 2006-07-06
    Tofias Financial Advisors Lp
    Cambridge, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-24
  • S65 Uniform Investment Adviser Law Examination
    2003-11-24
Designations

View on SEC IAPD

More in Verona, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor