Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Ukiah, CA 95482
Credentials
Series 66
Industry experience
7 years
Brian Locatelli is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ukiah, CA, holding a Series 66 designation and seven years of industry experience. He has worked concurrently at Raymond James and the Savings Bank of Mendocino County since 2015. Locatelli serves as Vice President on the advisory board of Hospice of Ukiah, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through various account types and leveraging an extensive affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
200 North School Street
Ukiah, CA 95482
California
Savings Bank of Mendocino County
2019 - Present (7 years)
Raymond James Financial Services Advisors INC.
2019 - Present (7 years)
Raymond james Financial Services, Inc
2018 - Present (8 years)
Raymond james Financial Services, Inc
2018 - 2018 (1 year)
Savings Bank of Mendocino County
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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