Harry E. Licursi
Professional summary
Harry Eugene Licursi is a registered financial advisor currently at HARRY LICURSI TAX & RETIREMENT PLANNING located in Santa Rosa, California.
Harry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Harry has worked at 7 firms and has passed the Series 65, Series 63, Series 2, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Harry Eugene Licursi's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 23, 2012 - Present
HARRY LICURSI TAX & RETIREMENT PLANNING
January 6, 2005 - February 23, 2007
PENSION PLANNERS SECURITIES, INC.
January 6, 2005 - February 23, 2007
PENSION PLANNERS SECURITIES, INC.
December 12, 2002 - February 28, 2005
PLANMEMBER SECURITIES CORPORATION
December 12, 2002 - February 28, 2005
PLANMEMBER SECURITIES CORPORATION
June 21, 2001 - December 20, 2002
BRECEK & YOUNG ADVISORS, INC.
March 8, 2001 - December 20, 2002
BRECEK & YOUNG ADVISORS, INC.
March 2, 2000 - March 6, 2001
DONAHUE SECURITIES, INC.
July 1, 1996 - January 11, 2000
NATIONWIDE INVESTMENT SERVICES CORPORATION
February 2, 1993 - July 1, 1996
NATIONWIDE SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/23/2012)
Exams
Series 2
Date: 6/20/1996
Non-Member General Securities ExaminationCurrent Firm
HARRY LICURSI TAX & RETIREMENT PLANNING
CRD#: 130299 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 86 |
| AUM (Assets Under Management) | $ 20,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
