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.
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11-50 employees
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Investment Management
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5060 California Avenue, Suite 620, Bakersfield, California 93309, US
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2004
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Jeff Fanning is the CEO of Liberty Partners Financial Services, LLC.
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