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Asher Lieblich

Investment adviser representative at Commonwealth Financial Network
46 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

46 years in the industry.

  1. Commonwealth Financial NetworkJan 2021 to now
  2. Jean Walker Descendants Gst Trust Fbo David WalkerSep 2011 to now
  3. A Lieblich & CoOct 1980 to now
  4. Avantax Advisory ServicesAug 1993 to Dec 2020
  5. Avantax Investment Services, Inc.Sep 1989 to Dec 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989

State registrations

Registered as an investment adviser representative in 2 states (FL, NY).

Commonwealth Financial Network

Legal name: Commonwealth Equity Services, LLC

$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1996614
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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