r/CFP•
DAB12AC

Client has other assets at another firm, wants to transfer. We cannot reach anyone there. Seems a little suspicious. Anyone seen anything like this before?

Business Development

My client has a brokerage account with these guys: https://www.libertypfs.com/ And he wants to get it out. He's been trying for months but can't.

Looking at the website, I am not convinced this is a professional outfit.

The contact information goes nowhere. Emails do not get a response, and the "corporate office" number goes to a woman, who according to LinkedIn is still employed there, but her voicemail is full.

I got in touch with the advisor that he worked with initially, and he said "I am no longer in the business. Those people at Liberty Partners are difficult to get a hold of. I suggest calling FINRA. That's all I can say."

Anyone in this sub ever have to deal with something similar before? What did you do? And what would you suggest?

Posted Mar 12, 2025, 8:06 PM UTC

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