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FIRM PROFILE
Overview
FIRST LIBERTIES FINANCIAL is located at 2915 N. Boulevard Suite A, Tampa, FL 33602 and was first established at Florida, New York in 10/12/1983. After operating for 42 years, FIRST LIBERTIES FINANCIAL has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FIRST LIBERTIES FINANCIAL’s clients are individuals and 0% of their clients are high net worth individuals. FIRST LIBERTIES FINANCIAL has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FIRST LIBERTIES FINANCIAL are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FIRST LIBERTIES FINANCIAL‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FIRST LIBERTIES FINANCIAL. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for FIRST LIBERTIES FINANCIAL Comes From
Understanding the Statistics for FIRST LIBERTIES FINANCIAL and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
2915 N. Boulevard Suite A, Tampa, FL 33602
2915 N. Boulevard Suite A, Tampa, FL 33602
Small
(917) 639-5451
New York since 10/12/1983
Corporation
June
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PELION FINANCIAL GROUP, INC. | OWNER | ||
| BERGMAN, HILARY GUY | DIRECTOR, PRESIDENT, FINOP, AMLCO, & CHIEF COMPLIANCE OFFICER | 1834738 |
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Advisor's working at FIRST LIBERTIES FINANCIAL
Hilary Guy Bergman
Thomas James Carstens
Sevasti Balafas
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