Sonoma Securities Corporation

Sonoma Securities Corporation (CRD# 136777) is a financial advisory firm headquartered in Blairsden-Graeagle, CA. They manage $3,000,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sonoma Securities Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Jeanne W. Licata
CRD#: 1366113
8918 Highway 89, Blairsden-Graeagle, CA 96103
87
Wealthminder
score

Jeanne Licata (CRD# 1366113) is an Investment Advisor Representative working at Sonoma Securities Corporation in Blairsden-Graeagle, CA and has 1 year of experience in the finance industry.

2
John B. Licata
CRD#: 309148
8918 Highway 89, Blairsden-Graeagle, CA 96103
47
Wealthminder
score

John Licata (CRD# 309148) is an Investment Advisor Representative working at Sonoma Securities Corporation in Blairsden-Graeagle, CA and has 1 year of experience in the finance industry.

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