Samuel LiebmanCRD Number: 309396
Current Firm: Amplius Wealth Advisors
Samuel Liebman (CRD# 309396) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 41 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Amplius Wealth Advisors, LLC||Jenkintown, PA||Feb 2021 - Current||1|
|Bank Of America, N.a.||Jenkintown, PA||Jul 2011 - Feb 2021||9|
|Merrill Lynch, Pierce, Fenner & Smith||Jenkintown, PA||May 2007 - Feb 2021||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1981|
Total Assets Under Management1,058MILLIONS
Total Number of Accounts2,524ACCOUNTS
Average Account Value$419,015
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, MI, NC, NJ, NY, OH, PA, TX, VA
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