WG
William D. Garver
LEIBMAN FINANCIAL SERVCES
Louisville, NE 68037
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CRD#: 6921795
WG
Professional summary
William Daniel Garver, who also goes by Billy Garver, is a registered financial advisor currently at LEIBMAN FINANCIAL SERVCES, INC. located in Louisville, Nebraska and LPL FINANCIAL LLC located in Louisville, Nebraska.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. William has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Billy Garver
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1- 03/2018 / DBA for LPL Business (entity for LPL business) / 228main.com / Investment Related / Louisville, NE 2-2/15/2023 - Leibman Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 02/01/2023 - 130 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Leibman Financial Services, an independent investment advisor firm. I started this business activity in 2/2023. I expect to spend approximately 130 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view William Daniel Garver's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 2, 2022 - Present
LEIBMAN FINANCIAL SERVCES, INC.
Office #1: 228 Main Street, Louisville, NE 68037RIA
CRD#: 323120
Louisville, NE
Current
April 13, 2022 - Present
LPL FINANCIAL LLC
Office #1: 228 Main St., Louisville, NE 68037-0368RIA
BD
CRD#: 6413
Louisville, NE
Past
August 4, 2022 - February 2, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LEIBMAN FINANCIAL SERVCES, INC.
228MAIN.COM | LIEBMAN FINANACIAL SERVICES, INC. | LIEBMAN FINANACIAL SERVICES | LEIBMAN FINANCIAL SERVICES | LEIBMAN FINANCIAL SERVCES, INC.
CRD#: 323120 / SEC#: 801-126978
RIA
Registered Investment Advisory firm - (12/1/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Nebraska(8/3/2022)
IAR
Nebraska(12/2/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/13/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LF
LEIBMAN FINANCIAL SERVCES, INC.
228MAIN.COM | LIEBMAN FINANACIAL SERVICES, INC. | LIEBMAN FINANACIAL SERVICES | LEIBMAN FINANCIAL SERVICES | LEIBMAN FINANCIAL SERVCES, INC.
CRD#: 323120 / SEC#: 801-126978
RIA
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Contact information
Main Address
228 Main Street, Louisville, NE 68037
Mailing Address
P.o. Box 368, Louisville, NE 68037
Phone number
(402) 234-2337
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 504 |
| AUM (Assets Under Management) | $ 156,495,421 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LEIBMAN FINANCIAL SERVCES, INC.
CRD#: 323120Louisville, NE 68037TRUST BUT VERIFY
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