Christopher Lococo, financial advisor San Jose CA
90 score

Christopher Lococo

CRD Number: 6190487
Current Firm: American Investors Co

Christopher Lococo (CRD# 6190487) is an Investment Advisor Representative working at American Investors Co in San Jose, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
First Street Insurance Agency/john E Lococo San Jose, CA Jul 2016 - Current 1
American Investors Company San Ramon, CA Jul 2016 - Current 1
Stone Presbyterian Church Of Willow Glen San Jose, CA Dec 2015 - Current 2
Fremont Aikido Fremont, CA Jan 2005 - Current 13
Morgan Stanley San Jose, CA Apr 2013 - Jul 2016 3
Plan Design Consultants San Mateo, CA Apr 2011 - Apr 2013 2
University Of Ca Riverside Riverside, CA Jan 2007 - Apr 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Christopher J. Lococo
Phone Number: 925-866-2882
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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