Cal Locketti is a registered investment advisor, based in Chicago, IL, with 4 years of industry experience.
Location
200 W Madison Street, Suite 2200, Chicago, IL, 60606
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cal works full-time as an Advisor Success Consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in April 2021.
Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
June 2022 - Present · 4 yrs 1 mo
Assetmark, INC.
February 2022 - Present · 4 yrs 5 mos
State Registrations4 states
CTILNYRI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.