Judith LococoCRD Number: 1016571
Current Firm: American Investors Co
Judith Lococo (CRD# 1016571) is an Investment Advisor Representative working at American Investors Co in San Jose, CA and has over 19 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|American Investors Company||San Ramon, CA||May 2005 - Current||11|
|American Investors Company||San Jose, CA||Jun 1992 - Current||24|
|Beckman & Lococo Insurance Services Dba First Street Insu Agency||San Jose, CA||Aug 1964 - Current||52|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1997|
|S66||NASAA Uniform Combined State Law Examination||Mar 2005|
Total Assets Under Management341MILLIONS
Total Number of Accounts1,988ACCOUNTS
Average Account Value$171,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, MD, NV, NY, OR, TX, WA