Robert
Lockery
Gfs Wealth Management Advisors, Inc Dba Ganim Financial
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About this Advisor
Robert Lockery is a financial advisor operating out of Shelton, Connecticut with a total of 6 years of industry experience. Lockery is on the advisory team at Gfs Wealth Management Advisors, Inc Dba Ganim Financial. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities, Massmutual Life Insurance Co, Mml Investors Services LLC, Ganim Financial, Gfs Wealth Management Advisors Inc Dba Ganim Financial and Kestra Investment Services, LLC. Lockery maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in Connecticut. Gfs Wealth Management Advisors, Inc Dba Ganim Financial is a business based out of Shelton, CT. It manages $135 million in assets under management between its 238 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises one charities and foundations. Of its 238 customer accounts, 40% are held by high-net-worth investors who have at least $1 million in investable assets. Gfs Wealth Management Advisors, Inc Dba Ganim Financial has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on the services provided. However, fee types billed by Gfs Wealth Management Advisors, Inc Dba Ganim Financial most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gfs Wealth Management Advisors, Inc Dba Ganim Financial Brokerage Details
$134,803,925
6
238
$566,403
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Lockery Work History
Robert has been registered as a financial advisor for 6 years.*
Gfs Wealth Management Advisors Inc Dba Ganim Financial
Ganim Financial
Kestra Investment Services, LLC
Massmutual Life Insurance Co
Mml Investors Services LLC
Guardian Life Insurance Company
Park Avenue Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Lockery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gfs Wealth Management Advisors, Inc Dba Ganim Financial
Shelton, CT
Shelton, CT
Shelton, CT
Shelton, CT
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