Liberty TeodoroCRD Number: 5950088
Current Firm: Transamerica Financial Advisors, Inc.
Liberty Teodoro (CRD# 5950088) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, CA and has over 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Penultimatrix||Long Beach, CA||Aug 2014 - Current||2|
|Transamerica Financial Advisors, Inc.||Anaheim, CA||Jan 2012 - Current||4|
|Homecare Excellence Home Health Care||Cerritos, CA||Oct 2008 - Current||8|
|Blessed Hearth, LLC||Dearborn Heights, MI||Sep 2006 - Current||10|
|World Financial Group, Inc.||Anaheim, CA||Nov 2003 - Current||13|
|University Of Southern California Keck School Of Medicine||Los Angeles, CA||Aug 2002 - Current||14|
|Elevate Health Home Health Care||Long Beach, CA||Feb 2009 - Apr 2013||4|
|Allstar Home Health Care||Cerritos, CA||Sep 2008 - Apr 2013||4|
|Gentle Care Home Health Services||Lincoln Park, MI||Jan 2008 - Apr 2013||5|
|Investment Advisors International, Inc.||Anaheim, CA||Oct 2011 - Jan 2012||< 1|
|Advance Health Link Home Health Care||Montrose, CA||Oct 2009 - Jul 2011||1|
|Action Home Health Care||Los Angeles, CA||Mar 2009 - May 2010||1|
|West Coast Nursing||Los Angeles, CA||Oct 2009 - Apr 2010||< 1|
|First Choice Home Health Care||Cerrritos, CA||Sep 2008 - Dec 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
|S63||Uniform Securities State Law Examination||Nov 2011|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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