Robert
Liebman
Equity Services, Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
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.*
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
*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
Atlanta, GA
Hauppauge, NY
Charlotte, NC
Montpelier, VT
Atlanta, GA
Chicago, IL
Chicago, IL
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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