Financial ADVSR advisor directory · SEC adviser records
Liberty Wealth Management, LLC financial advisors in Oakland, CA
Every SEC-registered investment adviser representative at a Liberty Wealth Management, LLC office in Oakland, A to Z.
The short answer
16 registered advisors work at Liberty Wealth Management, LLC in Oakland, out of 20 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Liberty Wealth Management, LLC advisors in Oakland, A to Z
Every Liberty Wealth Management, LLC advisor →- Adrian M. AzofeifaInvestment adviser rep
- Nickolas BowersInvestment adviser rep
- Matthew Del JuncoInvestment adviser rep
- Nicholas A. Del JuncoInvestment adviser rep
- David S. GillimoreInvestment adviser rep
- Candace C. HamiltonInvestment adviser rep
- Claire D. HollanderInvestment adviser rep
- David J. HollanderInvestment adviser rep
- Kameron R. JacksonInvestment adviser rep
- Jordan JohalInvestment adviser rep
- Dylan MannInvestment adviser rep
- Stephen E. MantzourisInvestment adviser rep
- Adam J. McNultyCertified Financial Planner
- Lucas McNultyInvestment adviser rep
- Philip RontellInvestment adviser rep
- Brett M. WipplerInvestment adviser rep
Liberty Wealth Management, LLC advisors in every city and state →Liberty Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Liberty Wealth Management, LLC advisors in other cities
Other firms in Oakland
All Oakland advisors →Morgan Stanley 51Infinity Financial Services Advisory 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 18J.P. Morgan Securities LLC 11Strategic Advisers LLC 9Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Forusall 4Valic Financial Advisors, Inc. 4Vanguard Personalized Indexing Management 4
Questions
How many financial advisors does Liberty Wealth Management, LLC have in Oakland?
16 investment adviser representatives are registered at Liberty Wealth Management, LLC offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Liberty Wealth Management, LLC one of the largest advisor employers in Oakland?
Liberty Wealth Management, LLC ranks number 5 in Oakland by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Liberty Wealth Management, LLC advisor in Oakland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Liberty Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.