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
1300 W Lodi Ave, Suite A-10, Lodi, CA 95242
https://www.allocyfinancialservices.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX, WI

Financial Advisors at Al Locy Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Albert Locy, financial advisor Lodi CA
Albert J. Locy
CRD#: 1421454
1300 W Lodi Ave, Suite A-10, Lodi, CA 95242

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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