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Limerick Financial Group, LLC CRD 141128
$64.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
675 North Lewis Road, Limerick, PA 19468 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Falco And Associates, Inc. | Limerick | PA | 01/1987 | 06/2021 |
| Limerick Financial Group, Llc | Limerick | PA | 03/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-24 |
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