James Licata
James Licata is a registered investment advisor at Aging Issues Management LLC, based in Morristown, NJ, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Aging Solutions Management charges either an hourly rate or a flat fee for financial planning and consulting services. The maximum hourly rate is $400. Flat fees range from $2,500 to $10,000. Payment options include paying in full upfront, making an initial payment with the remainder invoiced, or paying monthly for up to six months.
Location
305 Madison Avenue, Morristown, NJ, 07960
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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
James operates Joseph L.Soricelli Insurance and Financial Service as a DBA for his LPL business, dedicating about half his time. He also provides investment advisory services through Private Advisor Group, spending nearly full-time on this activity.
Employment History
Current Registrations
Aging Issues Management LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Pruco Securities, LLC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.