Brian Liberty
Brian Liberty is a registered investment advisor at Raymond James & Associates, INC., based in Duluth, MN, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2230 London Road, Duluth, MN, 55812
Get directionsHistory
Regulatory History (1)
Regulatory
August 1995Other Business Activities
Brian is the owner of 2230 L.R. LLC and Liberty Wealth LLC, both rental real estate businesses, and Liberty Wealth Properies, LLC, where he hires contractors and finds renters. He also serves on the Lester Park Golf and Recreation Working Group Steering Committee as an advisory board member. These activities take a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Dain Bosworth IncorporatedBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.