Kirk Licata

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 12/2022
  Cambridge Investment Research Inc.
  Fairfield, IA
• 12/2012 → 05/2025
  Longview Wealth Management
  Atlanta, GA
• 05/2025 → Present
  Rfg Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2012-12-10 → 2025-05-05
  Longview Wealth Management
  Atlanta, GA

Other Businesses

1) Licata Financial Design; Investment Related; 309 East Paces Ferry Rd NE, suite 400 Atlanta, GA 30305. DBA. Owner/Founder/Advisor. Start: 5/8/2025; 160 hrs/mo; 160 during trading hrs.; DBA name for insurance and advisory activity. 2) RFG Advisory LLC; Investment-related; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. IAR; advisory and insurance activity. 3) Pinnacle; Investment-related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 5/8/2025; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-06
• S63 Uniform Securities Agent State Law Examination
  2012-05-25

Designations

• Certified Financial Planner