Liberty Wealth Advisors, LLC
Liberty Wealth Advisors, LLC (CRD# 107774) is a financial advisory firm headquartered in Naples, FL. They manage $1,754,002,356 in 2,090 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management1,754MILLION
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Total Number of Accounts2,090ACCOUNTS
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Average Account Value$839,236
- 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
AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
John Bergmann (CRD# 6042965) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has 1 year of experience in the finance industry. John Bergmann 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.
Dawn Clingan (CRD# 5075350) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Greenwood, DE and has over 15 years of experience in the finance industry.
Jennifer Flaherty (CRD# 5764234) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has 1 year of experience in the finance industry. Jennifer Flaherty 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.
Sterling Herrmann (CRD# 6198260) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has over 6 years of experience in the finance industry. Sterling Herrmann 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.
Bret Mulvaney (CRD# 6625315) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in College Station, TX and has 1 year of experience in the finance industry. Bret Mulvaney 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.
Donald Bennyhoff (CRD# 2159233) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Phoenixville, PA and has over 30 years of experience in the finance industry.
Richard Meagher (CRD# 2104365) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has 1 year of experience in the finance industry.
Ashley Scott (CRD# 6791736) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Troy, MI and has over 4 years of experience in the finance industry. Ashley Scott 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.
Annette Vanderlinde (CRD# 5119450) is an Investment Advisor Representative working at Liberty Wealth Advisors, LLC in Naples, FL and has over 14 years of experience in the finance industry.