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Financial Advisor Al Locy's Education and Business Background. Albert James Locy was associated with the Broker Dealer firm of HardingIHall Incorporated from November 1985 to October 2002, and managed the branch office in Lodi, California. The location of Financial Advisor Al Locy's office is 1300 West Lodi Avenue Suite A7 Lodi, CA, 95242.
http://www.FinancialAdvisorLocy.com

Interview Financial Advisors
Financial Advisor Interview Questions:
What services do you offer?
What size is your firm and how many clients do you have?
What is your management style and philosophy?
How does the advisor choose investments?
How often does the advisor adjust portfolios?
Will the advisor prepare a written plan?
How are you compensated?  Fee-based advisors may charge a percentage of assets managed (generally 1-2%)
What is your expertise? Can you provide me with references?
More questions to ask ...
http://www.FinancialAdvisorLocy.com/pagebrowse-25.htm

Email Reminder
Courtesy of Financial Advisor Al Locy, please use this form to remind yourself of important events, birthdays, meetings or whatever! Our system will automatically send you an email on the date you request it!
http://www.FinancialAdvisorLocy.com/pagebrowse-26.htm

Financial Advisor Email Newsletter - Join
Financial Advisor Newsletter sign-up to receive Financial Advisor e-mail newsletters.
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Privacy Statement
Financial Advisor website's Privacy Statement 
http://www.FinancialAdvisorLocy.com/pagebrowse-33.htm

Site Map
Financial Advisor website site map
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Financial Advisor Al Locy - About Al
Financial Advisor Al Locy's Education and Business Background. Albert James Locy was associated with the Broker Dealer firm of HardingIHall Incorporated from November 1985 to October 2002, and managed the branch office in Lodi, California. The location of Financial Advisor Al Locy's office is 1300 West Lodi Avenue Suite A7 Lodi, CA, 95242.
http://www.FinancialAdvisorLocy.com/pagebrowse-24.htm

Types of Investments
If you are searching for attractive yields in this low-interest-rate world but don't want to assume high levels of risk, preferred securities may be the solution. Like corporate bonds, preferred securities are issued by major banks, utilities, industrial corporations, and various foreign entities to raise capital.
http://www.FinancialAdvisorLocy.com/pagebrowse-28.htm

Testimonials
http://www.FinancialAdvisorLocy.com/pagebrowse-22.htm

Newsletters
Financial Advisor sample newsletters. We have published a small sample of the Newsletters that Al Locy, Registered Investment Advisor, has sent to his clients in order for you to have a better indication of the type of service that Al provides to his clients.
http://www.FinancialAdvisorLocy.com/pagebrowse-29.htm

Newsletter 2005-05-12
May 12, 2005 Newsletter, answer questions many of you have been asking about the stock and bond market, your investments and what I think the future of the market will be ... read more
http://www.FinancialAdvisorLocy.com/pagebrowse-30.htm

Newsletter 2004-08-10
August 10, 2004 Newsletter, just a few words about the StockIBond market. The stock market has been doing nothing this summer, which usually is typical year after year that summers go nowhere ... read more
http://www.FinancialAdvisorLocy.com/pagebrowse-31.htm

Newsletter 2004-06-10
June 10, 2004 Newsletter, I am writing this newsletter to give you a better understanding of your accounts.  Your accounts, unless requested differently are made up of mostly Preferred Stocks. As you already know these Preferred Stocks react with the bond market, ... read more
http://www.FinancialAdvisorLocy.com/pagebrowse-32.htm

Contact Finanial Advisor
Contact Financial Advisor Al Locy
http://www.FinancialAdvisorLocy.com/pagebrowse-21.htm