Liana Whitlock
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCAug 2026 to now
- UnemployedMay 2026 to now
- College Works PaintingApr 2025 to Aug 2025
- Augsburg UniversityAug 2023 to May 2026
- Vantage MarketingMay 2023 to Aug 2023
- Einstein Bagel Bros.Aug 2022 to May 2025
- Nickelodeon UniverseNov 2021 to Dec 2022
- Manns CoffeeJul 2021 to Sep 2021
- South High SchoolAug 2018 to Jun 2022
- Seward MontessoriJun 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8303069
- Firm CRD
- 6627