Kirk Licata
Investment adviser representative at Rfg Advisory, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8BFirm assets
Are you Kirk Licata? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Rfg Advisory, LLCMay 2025 to now
- Longview Wealth ManagementDec 2012 to May 2025
- Cambridge Investment Research Inc.Oct 2012 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (GA).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 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
- 5790984
- Firm CRD
- 158401