Robert
Liebman
Equity Services, Inc
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About this Advisor
Robert Liebman is a financial advisor based in Boca Raton, Florida, working with Equity Services, Inc. Robert has previously held positions 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. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Robert is part of Equity Services, Inc, which operates out of Boca Raton, Florida. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
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
National Life Group
Equity Services, Inc
Brookstone Capital Management
Innovation Partners LLC
Amerilife
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Sagepoint Financial
Aig
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.
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