LeadIQ logo
Learn more at LeadIQ.com
Liberty Partners Financial Services, LLC logo

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.

Find Liberty Partners Financial Services, LLC employees' phone numbers or email addresses

Liberty Partners Financial Services, LLC Global Highlights

Location
Employees

North America
46

Minus sign iconPlus sign icon
  • United States Of America
    46

Europe
9

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    9

Africa
2

Minus sign iconPlus sign icon
  • South Africa
    2

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Liberty Partners Financial Services, LLC's Leadership

  • Stylized image of a person
    D. M.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. T.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Owner And President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. O.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Property Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. Z.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Accounts Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    Project
    Phone icon
    Mobile Phone

Liberty Partners Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business

Contact profiles from Liberty Partners Financial Services, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. B.
    Asset Management And Banking Specialist
    Phone icon
    Mobile Phone
    UNITED KINGDOMHertfordshire
    Oct 31, 2023
  • Stylized image of a person
    S. P.
    Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    T. M.
    Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    V. S.
    Advisor
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Liberty Partners Financial Services, LLC known for?

Minus sign iconPlus sign iconLiberty Partners Financial Services, LLC was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-661-631-****
. Explore Liberty Partners Financial Services, LLC's company overview page for more information.

What is Liberty Partners Financial Services, LLC's most common email format?

Minus sign iconPlus sign iconLiberty Partners Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Liberty Partners Financial Services, LLC email formats with LeadIQ.

How many employees does Liberty Partners Financial Services, LLC have currently?

Minus sign iconPlus sign iconLiberty Partners Financial Services, LLC has approximately 29 employees as of August 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Liberty Partners Financial Services, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Liberty Partners Financial Services, LLC's key employees include:

  • Founder: D. M.
  • Owner: E. T.
  • Owner And President: C. M.
  • Managing Director: M. O.
  • Property Manager: D. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.