Kirk Licata, financial advisor Atlanta GA

Kirk Licata

CRD 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.

Similar Advisors
Ashley Abate, financial advisor Atlanta GA
Ashley F. Abate
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Ashley Abbott, financial advisor Atlanta GA
Ashley G. Abbott
CRD# 5147159
Raymond James & Associates, Inc.
Similar Advisors
Natalia Abbott, financial advisor Atlanta GA
Natalia E. Abbott
CRD# 5016374
Ubs Financial Services Inc.
Company Name Location Dates Years
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
Contact Info for Kirk Licata
Phone Number: 404-843-3100
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Kirk Licata and other advisors.
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.