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Michael Jerome Lickiss

PACIFIC WEALTH ADVISORY SERVICES LLC·DANVILLE, California
Clean recordPACIFIC WEALTH ADVISORY SERVICES LLC
50 OAK COURT SUITE 230, DANVILLE, CA 94526CRD# 5135936Firm CRD# 330888

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Jerome Lickiss · DANVILLE, CA
Registration
CRD #5135936 · PACIFIC WEALTH ADVISORY SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Jerome Lickiss is a registered financial advisor based in DANVILLE, California, affiliated with PACIFIC WEALTH ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PACIFIC WEALTH ADVISORY SERVICES LLC
PACIFIC WEALTH ADVISORY SERVICES LLC
AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PACIFIC WEALTH ADVISORY SERVICES LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5135936
Firm CRD# 330888
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Jerome Lickiss offer?
Michael Jerome Lickiss specializes in Investment Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.
What are Michael Jerome Lickiss's credentials?
Michael Jerome Lickiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Jerome Lickiss located?
Michael Jerome Lickiss is based in DANVILLE, California, working with PACIFIC WEALTH ADVISORY SERVICES LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Michael Jerome Lickiss charge for services?
Michael Jerome Lickiss's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC WEALTH ADVISORY SERVICES LLC?
PACIFIC WEALTH ADVISORY SERVICES LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC WEALTH ADVISORY SERVICES LLC

Katherine Lisa Kumro
DANVILLE, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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