Licio Liberato, financial advisor Lake Stevens WA

Licio Liberato

CRD Number: 2427757
Current Firm: Primerica Advisors

Licio Liberato (CRD# 2427757) is an Investment Advisor Representative working at Primerica Advisors in Lake Stevens, WA and has over 27 years of experience in the finance industry.

Similar Advisors
Brian Wyatt, financial advisor Lake Stevens WA
Brian O. Wyatt
CRD# 5438563
Wyatt Wealth Management
Similar Advisors
James Abodeely, financial advisor Lake Stevens WA
James J. Abodeely
CRD# 5464276
Sitka Pacific Capital Management, LLC
Similar Advisors
Sherryl Adair, financial advisor Lake Stevens WA
Sherryl R. Adair
CRD# 4653056
Thrivent Investment Management Inc.
Company Name Location Dates Years
Pfs Investments Inc. Chandler, AZ Oct 1993 - Current 28
Primerica Financial Services Chandler, AZ Apr 1993 - Current 28
Done Right Construction Mukilteo, WA Oct 2013 - Oct 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Licio R. Liberato
Phone Number: 800-544-5445
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Licio Liberato and other advisors.
BADGES

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.