Edward Lieber, financial advisor Santa Ana CA

Edward Lieber

CRD Number: 3068249
Current Firm: Lsl Financial Services, LLC

Edward Lieber (CRD# 3068249) is an Investment Advisor Representative working at Lsl Financial Services, LLC in Santa Ana, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lsl Financial Services, LLC Santa Ana, CA Mar 2019 - Current 5
Lsl Financial Services, LLC Santa Ana, CA Oct 2018 - Current 5
Ells Financial Services LLC Santa Ana, CA Mar 2015 - Jul 2019 4
Ells Cpa's And Business Advisors Santa Ana, CA Jan 1977 - Dec 2018 41
Lance, Soll & Lunghard, LLP Santa Ana, CA Jan 2018 - Jun 2018 < 1
Oppenheimer Asset Management Inc. New York, NY Apr 2003 - Jan 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Edward J. Lieber
Phone Number: 714-569-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NC

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