LIBERTY PARTNERS FINANCIAL SERVICES, LLC
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 130390
- Registered since
- May 26, 2026
- Website
- libertypfs.com
Firm profile
FINTRXOverview
Liberty Partners Financial Services, LLC is organized as a limited liability company and is shown as having SEC registration in 2026. Ownership is recorded as a mix of a domestic entity and an individual. The firm is categorized in the source data as "Unclassified," and several operational flags are set to "No": it is not identified as a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and is not designated as a multi-state adviser. The dataset does not include details on the firm's client mix, fee schedule, core business activities, or advisory programs. Those items were not provided in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2CASSANDRA WOODWARD
Chief Operating OfficerCRD 2956369
BRADLEY ATKINS
CEOCRD 2963790
Contacts
1 of 1DANIEL SHANAHAN
Managing PartnerCRD 3277912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 7780 Brier Creek Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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