Lodi, CA S School St Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,954 offices

Location

115 S School St, Suite 10

Lodi CA 95240

Advisors at this office

3

Advisors at this office

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Bryan H

Series 66

Lodi, CA

Raymond James Financial

Bryan Hickingbottom is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 25 years of industry experience. He has been with Raymond James since 2009 and operates Hickingbottom Financial Services as a branch owner since 2021. Outside of advising, he is involved in the non-variable insurance business, including handling renewal commissions on long-term care policies and writing fixed annuity business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sam B

Series 63, Series 65

Lodi, CA

Raymond James Financial

Sam Bellestri is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Raymond James since 2009. Outside of his advisory role, he serves as an independent contractor at Hickingbottom Financial Services, Inc., providing financial services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Anthony N

Series 63, Series 65

Lodi, CA

Raymond James Financial

Anthony Nieddu is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2010. Outside of his primary role, he works as an independent contractor for Hickinbottom Financial in Lodi, CA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and nonprofit clients, utilizing tailored, non-discretionary strategies supported by advanced analytical tools.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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