Paul Laliberte, financial advisor Chicago IL

Paul Laliberte

CRD Number: 4483715
Current Firm: Oppenheimer & Company Inc.

Paul Laliberte (CRD# 4483715) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Chicago, IL Jul 2023 - Current < 1
B. Riley Wealth Advisors, Inc. Chicago, IL Jul 2022 - Jul 2023 1
B. Riley Wealth Management Chicago, IL Sep 2005 - Jul 2023 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Paul A. Laliberte
Phone Number: 212-668-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    22,651
    MILLIONS
  • Total Number of Accounts
    32,333
    ACCOUNTS
  • Average Account Value
    $700,552
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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