Christopher Licata
Christopher Licata is a registered investment advisor at Stonex Advisors INC., based in Seminole, FL, with 37 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
Seminole, FL
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Regulatory History (1)
Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Christopher is an outside insurance agent selling insurance and annuities since 2014, dedicating a few hours per week. He is also a life/annuity agent since 2021, spending about 10-20% of his time on this. Finally, Christopher gives monthly lectures and co-signs checks for a Knights of Columbus council, dedicating minimal time.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Ifs Advisory, LLC
Ifs SecuritiesBroker
Sterne Agee Financial Services, INC.Broker
Platinum Planning, INC.
Sterling Enterprises Group, INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J. B. Hanauer & CO.Broker
American Express Financial Advisors INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.