Liberty Financial Advisors, LLC

Liberty Financial Advisors, LLC (CRD# 165472) is a financial advisory firm headquartered in , . They manage $3,000,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $61,224
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Liberty Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert R. Wiseman
CRD#: 4785217
835 Cranberry Trail, Roswell, GA 30076
96
Wealthminder
score

Robert Wiseman (CRD# 4785217) is an Investment Advisor Representative working at Liberty Financial Advisors, LLC in Roswell, GA and has over 12 years of experience in the finance industry. Robert Wiseman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven D. Jones
CRD#: 5467093
Norcross, GA
93
Wealthminder
score

Steven Jones (CRD# 5467093) is an Investment Advisor Representative working at Liberty Financial Advisors, LLC in Norcross, GA and has over 8 years of experience in the finance industry.

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