Liberty Partners Financial Services, LLC Employee Directory
Investment ManagementCalifornia, United States11-50 Employees
Liberty Partners Financial Services, LLC operates in the investment management field as a FINRA-registered broker-dealer, an SEC-registered registered investment adviser, and a full-service insurance agency. It provides practice-management support and client-service capabilities for independent advisory professionals, covering sophisticated investment strategies as well as long-term planning such as wealth transfer and philanthropic planning. The firm maintains an approach without proprietary products, allowing its representatives to select the most appropriate solutions for each client. It is based in Bakersfield, California, and was founded in 2004. In April 2020, the law firm Bradley Arant Boult Cummings LLP acquired Liberty Partners Financial Services, LLC.