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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liam? Claim Your ProfileLiam Desmond is an Investment Advisor Representative associated with Wealthspire Advisors. Liam is registered with the state of Maryland and has been in the financial services industry since June of 2023. Liam has a Series 65 license and specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Liam is currently based in Potomac, MD.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
07/02/2024 - Present
Wealthspire Advisors (Potomac MD)
IA
Issued 07/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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