Michael Licosati (CRD# 3253972) is an Investment Advisor Representative working at Pacific Point Advisors, LLC in Rancho Santa Fe, CA and has over 21 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Pacific Point Advisors, LLC | Rancho Santa Fe, CA | Sep 2020 - Current | 3 |
Alder Capital, LLC | San Diego, CA | Jan 2002 - Jul 2022 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- CA
- TX
-
Total Assets Under Management212MILLIONS
-
Total Number of Accounts134ACCOUNTS
-
Average Account Value$1,583,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
AZ, CA, TX
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