Edward LieberCRD Number: 3068249
Current Firm: Ells Financial Services LLC
Edward Lieber (CRD# 3068249) is an Investment Advisor Representative working at Ells Financial Services LLC in Santa Ana, CA and has over 18 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Ells Financial Services LLC||Santa Ana, CA||Mar 2015 - Current||2|
|Oppenheimer Asset Management Inc.||New York, NY||Apr 2003 - Current||14|
|Elliott, Lewis, Lieber & Stumpp, Inc.||Santa Ana, CA||Jan 1977 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)