Morris Licciardello
Morris Licciardello is a registered investment advisor at Valley Financial Group, based in Ambler, PA, with 26 years of industry experience. Morris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 472 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valley Financial Group's investment management fees generally range from 0% to 1% per year of the portfolio's value. The exact fee depends on the account size, complexity, and other services provided. Financial planning is included in the investment management fee. Fees are paid quarterly, in advance, debited directly from the client's account.
Location
311 Lindenwold Ave, Ambler, PA, 19002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Morris is a financial advisor at Valley Financial Group and also provides tax preparation services. Additionally, Morris acts as an internal consultant to Valley Financial Group and sells fixed annuities, term life insurance, and other fixed insurance products, dedicating minimal time to each of these insurance-related activities.
Employment History
Current Registrations
Valley Financial Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
H. Beck, INC.
Jefferson Pilot Securities CORP
Polaris Advisory Services INC
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
State Registrations12 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.