Michael Jerome Lickiss
Investment adviser representative at Pacific Wealth Advisory Services LLC
20 yearsExperience
2 statesRegistered in
$96.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Pacific Wealth Advisory Services LLCJun 2024 to now
- Pks InvestmentsJul 2024 to Jan 2025
- Arkadios CapitalDec 2021 to Jun 2024
- Arkadios Wealth AdvisorsDec 2021 to Jun 2024
- Resource Investment Architects, Inc.May 2016 to Dec 2021
- Investment Architects, Inc.Apr 2006 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pacific Wealth Advisory Services LLC
$96.3MAssets managed
223Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5135936
- Firm CRD
- 330888