David Lieberman (CRD# 4296593) is an Investment Advisor Representative working at Park Avenue Securities LLC in New York, NY and has over 23 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Park Avenue Securities, LLC | New York, NY | Sep 2021 - Current | 2 |
Guardian Life Insurance Co Of America | New York, NY | Sep 2021 - Current | 2 |
Equitable Advisors, LLC | New York, NY | Feb 2020 - Aug 2021 | 1 |
Equitable Advisors, LLC | New York, NY | Feb 2020 - Aug 2021 | 1 |
Axa Equitable | Charlotte, NC | Feb 2020 - Jun 2020 | < 1 |
Axa Advisors, LLC | New York, NY | Feb 2020 - Jun 2020 | < 1 |
Unemployed | Charlotte, NC | May 2019 - Feb 2020 | < 1 |
Mutual Of Omaha Investor Services | Charlotte, NC | May 2018 - May 2019 | 1 |
Mutual Of Omaha Insurance Company | Charlotte, NC | May 2018 - May 2019 | 1 |
Eagle Strategies LLC | Dublin, OH | Nov 2017 - Apr 2018 | < 1 |
New York Life Insurance Co | Dublin, OH | Apr 2017 - Apr 2018 | 1 |
Nylife Securities LLC | Dublin, OH | Apr 2017 - Apr 2018 | 1 |
Unemployed | Columbus, OH | Dec 2016 - Apr 2017 | < 1 |
Metlife/mass Mutual | Charlotte, NC | Jun 2014 - Nov 2016 | 2 |
Unemployed | Charlotte, NC | Apr 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2000 |
S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- NY
- NC
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- 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, WY
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