Judith Lococo, financial advisor San Jose CA
93 score

Judith Lococo

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Judith M. 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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