Harry Licursi Tax & Retirement Planning
Harry Licursi Tax & Retirement Planning (CRD# 130299) is a financial advisory firm headquartered in , . They manage $10,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- 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
Harry Licursi (CRD# 833451) is an Investment Advisor Representative working at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA and has over 25 years of experience in the finance industry.