James
Locke
Beacon Capital, LLC
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About this Advisor
James Locke is a financial advisor based in Cedar Rapids, Iowa, working with Beacon Capital, LLC. James has previously held positions at Voya Financial Advisors, Inc, Vinton Shellsburg High School, Locke Financial Planning, LLC, Beacon Capital, LLC, Burrlocke Outdoor Solutions Inc, Lk Holdings LLC, and Lk Design. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, James is part of Beacon Capital, LLC, which operates out of Cedar Rapids, Iowa. The firm has 5 employees and manages assets totaling $158.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Beacon Capital, LLC includes asset-based and other fees.
Certifications and Registrations
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Fee Structure
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Beacon Capital, LLC Brokerage Details
$158,140,872
5
914
$173,021
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Locke Work History
Beacon Capital, LLC
Locke Financial Planning, LLC
Lk Holdings LLC
Burrlocke Outdoor Solutions Inc
Lk Design
Vinton Shellsburg High School
Voya Financial Advisors, Inc
Voya Financial Advisors, Inc
Disclosures
Please visit the SEC profile of James Locke 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 Beacon Capital, LLC
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
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