Robert
Liebman

Equity Services, Inc

CRD#1598097
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Robert Liebman is a financial advisor who works out of Fort Lauderdale, Florida who has 1 year of relevant experience. Liebman currently works for Equity Services, Inc. Over the course of their career, they have held roles at Sagepoint Financial, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Aig, Brookstone Capital Management, Amerilife, Innovation Partners LLC, National Life Group and Equity Services, Inc. Liebman has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Equity Services, Inc is a financial advisory business operating out of Montpelier, VT. The company has offices in 220 locations and a total of 440 employees. It manages $2 billion in assets across its 11,317 accounts, making it one of the largest firms in the country by assets under management. The firm advises five charitable organizations. Of its 11,317 client accounts, 23% are associated with high-net-worth individuals who have at least $1 million in investable assets. Equity Services, Inc provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which services the firm provides the client. Fees billed by Equity Services, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

13450 W. Sunrise Blvd Suite 170
Fort Lauderdale, FL 33323

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

FL Average: $4,257,716,217
Total Number of Employees

440

FL Average: 30
Total Number of Accounts

11,317

FL Average: 868
Average Account Size

$164,964

FL Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Liebman Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

National Life Group

2022 - Present (2 years)

Equity Services, Inc

2021 - 2022 (1 year)

Brookstone Capital Management

2021 - 2022 (1 year)

Innovation Partners LLC

2020 - 2022 (2 years)

Amerilife

2018 - 2020 (2 years)

Mutual Of Omaha Insurance Company

2018 - 2020 (2 years)

Mutual Of Omaha Investor Services

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2016 - 2017 (1 year)

Mml Investors Services, LLC

2013 - 2016 (3 years)

Sagepoint Financial

2013 - 2016 (3 years)

Aig

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Liebman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Esi Financial Advisors

Michael Chiarella
Montpelier, VT
Robert Liebman
Fort Lauderdale, FL
Jennifer Grant
Peshtigo, WI
Matthew Keiss
Atlanta, GA
Eric Gottesman
Lido Beach, NY
Deborah Dorman
Atlanta, GA
Joshua Lochner
West Harrison, NY
Virginia Griffith
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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