Liberty Financial Advisors, LLC
Liberty Financial Advisors, LLC (CRD# 165472) is a financial advisory firm headquartered in , . They manage $3,500,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$83,333
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Robert Wiseman (CRD# 4785217) is an Investment Advisor Representative working at Liberty Financial Advisors, LLC in Williamsburg, VA and has over 13 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.
Steven Jones (CRD# 5467093) is an Investment Advisor Representative working at Liberty Financial Advisors, LLC in Gainesville, GA and has over 10 years of experience in the finance industry.