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David Lawrence Hedger

Liberty Wealth Management, LLC

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About David Lawrence Hedger

David Hedger is a financial advisor with over 30 years of experience in the financial services industry. David has a strong background in providing investment advice, financial planning and insurance services to individuals, families, and businesses. David currently works at Liberty Wealth Management, LLC in Roseville, CA, and provides investment advice to clients throughout the country.

Firm Information

David Hedger is currently registered with Liberty Wealth Management, LLC. Liberty Wealth Management, LLC is a registered investment advisor with offices in Oakland, CA. The firm manages approximately $1 billion to $10 billion in assets for high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and corporations or other businesses. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
Liberty Wealth Management, LLC

411 30TH STREET

OAKLAND, CA 94609

$1.22B

Assets Under Management

55

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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third-party management program

Third-party management program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Third-party management program

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David Hedger’s Registration & Firm History

CA

05/18/2022 - Present

Liberty Wealth Management, LLC (Roseville CA)

CA

03/13/2008 - 09/09/2020

LIBERTY GROUP, LLC (ROSEVILLE CA)

CA

07/20/2007 - 02/19/2008

1ST GLOBAL CAPITAL CORP. (ROSEVILLE CA)

CA

06/01/2005 - 07/26/2007

AXA ADVISORS, LLC (ROSEVILLE CA)

NY

01/31/1990 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

02/21/2001 - 12/02/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

NY

01/31/1990 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/23/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/1996

Series 7 - General Securities Representative Examination

BC

Issued 12/27/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Lawrence Hedger. Review regulatory record here.
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