Nicholas Alexander Del junco
Investment adviser representative at Liberty Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$1.7BFirm assets
8 yearsFirm in business
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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 feePerformance-basedOther
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
13 years in the industry.
- Lifetime Marketing and Planning, Inc.Jul 2017 to now
- Liberty Wealth Management, LLCMay 2016 to now
- Liberty Group LLCMay 2016 to Jan 2018
- Uc BerkeleyAug 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Liberty Wealth Management, LLC
$1.7BAssets managed
1,554Clients
23Advisers
8 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
- 6901061
- Firm CRD
- 286001