Liberty Teodoro, financial advisor Cerritos CA
90 score

Liberty Teodoro

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Liberty Teodoro
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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