Brian Locatelli
Brian Locatelli is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ukiah, CA, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 North School Street, Ukiah, CA, 95482
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a Vice President on the Advisory Board for Hospice of Ukiah, dedicating minimal time. He is also a dual employee/associate at Savings Bank of Mendocino County, spending minimal time there as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations19 states
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