Phyllis Lerner

Administrative Assistant at Liberty Partners Financial Services - Bakersfield, CA, US

Phyllis Lerner's Contact Details
HQ
800-440-0442
Location
Company
Liberty Partners Financial Services
Phyllis Lerner's Company Details
Liberty Partners Financial Services logo, Liberty Partners Financial Services contact details

Liberty Partners Financial Services

Bakersfield, CA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Liberty Partners was founded in 2004 and is a FINRA registered broker dealer, SEC registered RIA and full service insurance agency. Since it's founding Liberty Partners' role has been to serve the unique practice management needs of independent financial services professionals in all areas of client service. From complex investment strategies to long-term estate and charitable planning Liberty Partners is uniquely positioned at the forefront of the industry as one of the very few comprehensive, independent financial services companies. With no proprietary products and no differentiation amongst product implementation our representatives are in the enviable position to offer their clients the most appropriate solutions for their situation.

Finance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Liberty Partners Financial Services
Frequently Asked Questions about Phyllis Lerner
Phyllis Lerner currently works for Liberty Partners Financial Services, LLC.
Phyllis Lerner's role at Liberty Partners Financial Services, LLC is Administrative Assistant.
Phyllis Lerner's email address is ***@libertypfs.com. To view Phyllis Lerner's full email address, please signup to ConnectPlex.
Phyllis Lerner works in the Investment Management industry.
Phyllis Lerner's colleagues at Liberty Partners Financial Services are Cassandra Woodward, Colin Hewitt, Daniel Maurino, Jeffrey Jones, Michael Gorman, Nick Drew, Tami Blair and others.
Phyllis Lerner's phone number is 800-440-0442
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