Liam Doherty james
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 fee
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
11 years in the industry.
- Bauer College of BusinessJan 2024 to now
- Equitable Advisors, LLCDec 2021 to now
- EquitableFeb 2021 to now
- Hawkins Laakso Wealth ManagementJan 2020 to Feb 2021
- Piggys RestaurantsMar 2019 to Mar 2020
- University of HoustonJan 2019 to Dec 2023
- Lupe Tortilla RestaurantsAug 2018 to Mar 2019
- Houston Community CollegeJan 2018 to Jan 2019
- Pluckers Wing BarJan 2018 to Aug 2018
- Yard House RestaurantsJul 2017 to Dec 2017
- Ruggles GreenDec 2016 to Jul 2017
- Ruggles GreenJan 2016 to Nov 2016
- Texas Tech UniversityAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7218532
- Firm CRD
- 6627