First Liberties Financial

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
14432
Registered since
December 21, 1983

Firm profile

FINTRX

Overview

First Liberties Financial is organized as a corporation and is classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not described as an active ESG investor, a pension consultant, a multi-state adviser, a related adviser, or a newly formed adviser. The firm has not supplied details about its client segments, fee schedules, or specific advisory activities in the available information.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
2915 N Boulevard
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth