Liana Marie Poodiack
Investment adviser representative at Birch Financial Group
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$264.7MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Birch Financial GroupJun 2024 to now
- Steward Partners Investment Solutions, LLCMay 2022 to Oct 2024
- Steward Partners Global Advisory, LLCNov 2016 to Oct 2024
- Steward Partners Investment Advisory, LLCNov 2016 to Oct 2024
- Raymond James Financial Services, Inc.Nov 2016 to May 2022
- Wells Fargo Advisors LLCApr 1998 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NH).
Birch Financial Group
Legal name: Birch Financial Group, LLC
$264.7MAssets managed
192Clients
2Advisers
1 yearIn 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
- 3230074
- Firm CRD
- 332057