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
Harry Licursi Tax & Retirement Planning
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts86ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Harry Licursi Tax & Retirement Planning
1
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.
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