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Kirk Licata

Longview Wealth Management

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About Kirk Licata

Kirk Licata is a financial advisor with Longview Wealth Management in ATLANTA, GA. Kirk has been a registered investment advisor since 2012. Kirk has a Series 63 and 66 license. Kirk also has a Series 7 license and the SIE exam. Kirk is a Certified Financial Planner. Kirk has experience working with Mutual of Omaha Investor Services, Inc. and Cambridge Investment Research, Inc. before joining Longview Wealth Management. Kirk has a background in insurance and coaching.

Firm Information

Kirk Licata is currently registered with Longview Wealth Management. Longview Wealth Management is an Atlanta, GA-based registered investment advisor with over $986 million in assets under management. The firm offers a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They serve a diverse client base, including high-net-worth individuals, corporations, and pension plans.
Longview Wealth Management

5605 GLENRIDGE DRIVE

ATLANTA, GA 30342

$986.75M

Assets Under Management

22

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kirk Licata’s Registration & Firm History

GA

12/10/2012 - Present

Longview Wealth Management (ATLANTA GA)

GA

10/05/2012 - 12/31/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)

GA

04/27/2012 - 10/09/2012

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 12/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirk Licata.
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