Harry Licursi Tax & Retirement Planning

Harry Licursi Tax & Retirement Planning (CRD# 130299) is a financial advisory firm headquartered in , . They manage $20,000,000 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $232,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Harry Licursi Tax & Retirement Planning
Showing 1 - 1 of 1 top financial advisors.
1
Harry E. Licursi
CRD#: 833451
Santa Rosa, CA

Harry Licursi (CRD# 833451) is an Investment Advisor Representative working at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.