Adam John Mcnulty

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → 08/2020
  Liberty Group, Llc
  Oakland, CA
• 08/2020 → 09/2024
  Ae Financial Services, Llc
  Topeka, KS
• 05/2018 → Present
  Liberty Wealth Management, Llc
  Oakland, CA
• 08/2004 → Present
  Lifetime Planning Marketing, Inc.
  Oakland, CA

Previous Registrations

• 2008-10-21 → 2018-10-10
  Liberty Group, Llc
  Oakland, CA
  Oakland, CA
  Oakland, CA
• 2001-06-15 → 2014-01-05
  Onevision Advisors, Llc
  Oakland, CA
  Oakland, CA
  Oakland, CA
• 2005-10-04 → 2008-05-30
  Liberty Group, Llc
  Oakland, CA

Other Businesses

Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 08/2004 Hours devoted to OBA monthly: 10 hours during trading hours / 0 hours during non-trading hours Name of outside business or organization: East Bay Flag Football (EBFF) Address: 6010 Zinn Dr, Oakland, CA 94611 Title: Founder & President Description of outside business or organization: Non-profit flag football club for kids. Description of duties or responsibilities: Responsible for guiding the growth and direction of the organization. Start date: 04/2013 Hours devoted to OBA monthly: 0 during trading hrs. / 2-10 during non-trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-01
• S63 Uniform Securities Agent State Law Examination
  1988-07-27

Designations

• Certified Financial Planner