Liberty Partners Financial Services, LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 130390
- Registered since
- June 23, 2026
- Website
- libertypfs.com
Firm profile
FINTRXOverview
Liberty Partners Financial Services, LLC is organized as a limited liability company and appears in SEC records with a 2026 registration year. Ownership is listed as a combination of a domestic entity and an individual; the firm’s regulatory classification is marked as unclassified. Publicly available registry fields indicate the firm is not flagged as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser or pension consultant. The firm has provided very little detail about its business model. Key items such as client types, fee arrangements, core advisory activities and other operational affiliations are not disclosed in the available data, leaving its target market and service model unclear.
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 2
Cassandra Woodward
Chief Operating OfficerCRD 2956369

Bradley Atkins
CEOCRD 2963790
Contacts
1 of 1
Daniel 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
Similar firms
Modern Capital Securities Inc.
Broker-DealerRaleigh, NC
Falcon Square Capital, LLC
Broker-DealerRaleigh, NC
Capital Investment Brokerage, Inc.
Broker-DealerRaleigh, NC
South Atlantic Enterprises, Inc.
Broker-DealerRaleigh, NC
Capital Investment Group, Inc.
Broker-DealerRaleigh, NC
Hedgeserv Investment Services LLC
Broker-DealerRaleigh, NC