SC
Steven Christensen
from Liberty Wealth Management, LLC
Steven Christensen is a financial advisor based in California, Oakland,
with 16 years of experience. Steven currently works for
Liberty Wealth Management, LLC.
Steven maintains the following licenses: S66 (Uniform Combined State Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Christensen works at Liberty Wealth Management, LLC
Liberty Wealth Management, LLC is a financial advisory firm based in Oakland, California. It currently has approximately $875,939,408 of assets under management and employs about 22 people. Liberty Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor - third-party management program.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Securities Agent State Law Examination (S63)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and solicitor - third-party management program
Office location
411 30th Street, 2nd Floor, Oakland, California, 94609
Advisor can help with
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