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 30 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Chandler, AZ Oct 1993 - Current 30
Primerica Financial Services Chandler, AZ Apr 1993 - Current 30
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: 833-786-0550
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
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

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