Jeff Locke's Location
Merrimack, NH, US
Jeff Locke's Work
- Registered Principal @ LPL Financial
- Director of Financial Institutions and Registered Principal @ Northeast Planning Associates
- EVP and Director of Sales and Program Manager @ T D Banknorth
- OSJ Principal @ Bancnorth Investment Group
- Regulatory Compliance Auditor @ Northeast Planning Associates
Jeff Locke's Education
- Ivey Business School at Western University
Leadership Academy
2007 - 2008 - College for Financial Planning
CFP (Financial Planning)
1988 - 1990 - Western Connecticut State University
BA
1974 - 1978
Jeff Locke's Skills
- Mutual Funds
- Investments
- Portfolio Management
- Insurance
- Banking
- Retirement Planning
- Wealth Management
- Retirement
- Asset Allocation
- Certified Financial Planner
Jeff Locke's Summary
Jeff Locke, based in Merrimack, NH, US, is currently a Registered Principal at LPL Financial, bringing experience from previous roles at Northeast Planning Associates, T D Banknorth and Bancnorth Investment Group. Jeff Locke holds a 2007 - 2008 Leadership Academy @ Ivey Business School at Western University. With a robust skill set that includes Mutual Funds, Investments, Portfolio Management, Insurance, Banking and more, Jeff Locke contributes valuable insights to the industry. Jeff Locke has 3 emails on RocketReach.
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