Al Locy Financial Services LLC
Al Locy Financial Services LLC (CRD# 135869) is a financial advisory firm headquartered in Lodi, CA. They manage $21,488,433 in 215 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts215ACCOUNTS
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Average Account Value$99,946
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, WI
Financial Advisors at Al Locy Financial Services LLC
1
Albert Locy (CRD# 1421454) is an Investment Advisor Representative working at Al Locy Financial Services LLC in Lodi, CA and has over 37 years of experience in the finance industry.
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