AeroLeads people directory · profile
Mark Lockyer, Cfp® Email & Phone Number
President, Financial Advisor
at
Lockyer Investments
1 work email found
@fmr.com
5 phones found area 925 and 617
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President, Financial Advisor
Location
Greater Chicago Area, United States
Who is Mark Lockyer, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Lockyer, Cfp® is listed as President, Financial Advisor at Lockyer Investments, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at fmr.com, phone signal with area code 925, 617, and a matched LinkedIn profile for Mark Lockyer, Cfp®.
Mark Lockyer, Cfp® previously worked as Vice President, Financial Consultant at Fidelity Investments and Financial Consultant at Fidelity Investments. Mark Lockyer, Cfp® holds Bsb, Finance & Accounting from Indiana University - Kelley School Of Business.
Company email context
Email format at Lockyer Investments
This section adds company-level context without repeating Mark Lockyer, Cfp®'s masked contact details.
*@fmr.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mark Lockyer, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Mark Lockyer, Cfp®
Financial Planner helping clients grow, manage, and protect their wealth
Listed skills include Mutual Funds, Insurance, 401K, Long Term Care, and 1 others.
Current workplace
Mark Lockyer, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Lockyer Investments
Website
AeroLeads page
9 roles
Mark Lockyer, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President, Financial Consultant
Financial Consultant
Jan 2016 - Apr 2022
Investment Consultant
Fidelity Investments
Dec 2014 - Jan 2016
Financial Representative
Sep 2012 - Dec 2014
Financial Representative
Foresight Financial Management
Consulted individuals and business owners, providing customized, detailed strategies to improve their retirement and insurance plansTrained all newly hired advisors, facilitating the rapid growth of a small organization into a high-powered agencyIdentified specific markets as new revenue sources and developed lasting business relationships within those marketsAnalyzed financial market conditions, market sectors, individual mutual funds, and fund families
Mar 2011 - Sep 2012
Financial Representative
National Life Financial Alliance
Created and presented insurance policies and investment strategies that consistently satisfied clients' complex needsExceeded expectations by generating over 130,000 dollars in sales during only first 5 months with the company, qualifying for recognition at President's Club award tripAcquired advanced skills in the areas of sales, professionalism, and customer relations
Jul 2010 - Mar 2011
Recreational Sports Supervisor
Indiana University Campus Recreational Sports
Acted as first point of relational contact and responded to accidents and incidents in two facilities which serve between 3,500 and 5,500 participants dailySupervised and trained new hires in all job functions vital to the daily operations of the recreational sports facilities
Jan 2009 - Jul 2010
Sales Associate
Promoted in second year from entry level department to largest revenue generating department as a result of outstanding customer service and top sales figuresExcelled in a very competitive business environment by averaging 1,400 dollars in sales per day worked or 1.5 times the average contribution per salespersonAssisted in organizing the stockroom, sending out mail-orders, and contacting customers for special events and offers
Jan 2006 - Jan 2008
3 education records
Mark Lockyer, Cfp® education
Bsb, Finance & Accounting
Bsb, Finance And Accounting
Education record
Amador Valley Hs
FAQ
Frequently asked questions about Mark Lockyer, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mark Lockyer, Cfp® work for?
Mark Lockyer, Cfp® works for Lockyer Investments.
What is Mark Lockyer, Cfp®'s role at Lockyer Investments?
Mark Lockyer, Cfp® is listed as President, Financial Advisor at Lockyer Investments.
What is Mark Lockyer, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fmr.com for Mark Lockyer, Cfp® at Lockyer Investments.
What is Mark Lockyer, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 925, 617 for Mark Lockyer, Cfp® at Lockyer Investments.
Where is Mark Lockyer, Cfp® based?
Mark Lockyer, Cfp® is based in Greater Chicago Area, United States while working with Lockyer Investments.
What companies has Mark Lockyer, Cfp® worked for?
Mark Lockyer, Cfp® has worked for Lockyer Investments, Fidelity Investments, Foresight Financial Management, National Life Financial Alliance, and Indiana University Campus Recreational Sports.
How can I contact Mark Lockyer, Cfp®?
You can use AeroLeads to view verified contact signals for Mark Lockyer, Cfp® at Lockyer Investments, including work email, phone, and LinkedIn data when available.
What schools did Mark Lockyer, Cfp® attend?
Mark Lockyer, Cfp® holds Bsb, Finance & Accounting from Indiana University - Kelley School Of Business.
What skills is Mark Lockyer, Cfp® known for?
Mark Lockyer, Cfp® is listed with skills including Mutual Funds, Insurance, 401K, Long Term Care, and Annuities.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial