Kirk LicataCRD Number: 5790984
Current Firm: Longview Wealth Management
Kirk Licata (CRD# 5790984) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 8 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Longview Wealth Management||Atlanta, GA||Dec 2012 - Current||8|
|Cambridge Investment Research Inc.||Fairfield, IA||Oct 2012 - Current||8|
|Mutual Of Omaha Investor Services, Inc.||Omaha, NE||Mar 2012 - Current||8|
|Mutual Of Omaha||Atlanta, GA||Aug 2011 - Current||9|
|Student||Clemson, SC||Aug 2010 - Aug 2011||1|
|Bank Of America||Pennington, NJ||May 2010 - Aug 2010||< 1|
|Student||Clemson, SC||Aug 2008 - May 2010||1|
|State Farm||Chatham, NJ||May 2008 - Aug 2008||< 1|
|Student||Annandale, NJ||Jan 2002 - May 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management640MILLIONS
Total Number of Accounts1,868ACCOUNTS
Average Account Value$342,410
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA
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