Christopher
Lococo
American Investors Company
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About this Advisor
Christopher Lococo is a financial advisor based out of San Jose, California, with 7 years of industry experience. Lococo is on the advisory team at American Investors Company. Their career trajectory has included roles at Morgan Stanley, Fremont Aikido, Stone Presbyterian Church Of Willow Glen, American Investors Company, First Street Insurance Agency/John E. Lococo and First Street Wealth Advisors/John E. Lococo. Lococo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. American Investors Company is an advisory firm based out of San Ramon, CA. The investment advisory business has offices in 15 locations and a total of 39 advisors. It oversees $598 million in total assets across its 1,915 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to five charities and foundations. Of its 1,915 customer accounts, 20% are associated with high-net-worth individuals who have at least $1 million in investable assets. American Investors Company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees charged by American Investors Company most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Investors Company Brokerage Details
$598,152,492
39
1,915
$312,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Lococo Work History
Christopher has been registered as a financial advisor for 7 years.*
First Street Wealth Advisors/John E. Lococo
American Investors Company
First Street Insurance Agency/John E. Lococo
Stone Presbyterian Church Of Willow Glen
Morgan Stanley
Fremont Aikido
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Lococo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Investors Co
San Ramon, CA
San Ramon, CA
Pleasanton, CA
San Jose, CA
Pleasanton, CA
Long Beach, CA
San Ramon, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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