Eric
Gottlieb

Nwf Advisory Services Inc

CRD#2197123
Investment Advisor
in Los Angeles, CA
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About this Advisor

Eric Gottlieb is a financial advisor based in Los Angeles, California, with 16 years of work experience. Gottlieb is currently employed by Nwf Advisory Services Inc. Their career trajectory has included roles at Commonwealth Financial Network, Gottlieb Investment Group, National Securities Corp, National Asset Management, Inc, J.P. Turner & Company, LLC, Nms Capital Advisors, Whjr Associates and Royal Alliance Associates. Gottlieb holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Nwf Advisory Services Inc is a financial advisory company that has its headquarters in Los Angeles, California. The company has offices in 33 locations and a total of seven advisors. It oversees $912 million in total assets among its 1,963 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 1,963 customer accounts, just 8% are held by high-net-worth investors who have more than $1 million in assets available to invest. Nwf Advisory Services Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which service is offered. Fee types billed by Nwf Advisory Services Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11835 W Olympic Blvd Ste 1155 E.
Los Angeles, CA 90064

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Nwf Advisory Services Inc Brokerage Details

Total Assets Under Management

$1,059,362,518

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

3,216

CA Average: 3,727
Average Account Size

$329,404

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Eric Gottlieb Work History

Eric has 16 years of experience.

2015 - Present (4 years)

Whjr Associates

2015 - Present (4 years)

Royal Alliance Associates

2014 - 2015 (1 years)

Nms Capital Advisors

2011 - 2014 (3 years)

J.P. Turner & Company, LLC

2010 - 2011 (1 years)

National Securities Corp

2010 - 2011 (1 years)

National Asset Management, Inc

2005 - 2010 (5 years)

Gottlieb Investment Group

2002 - 2010 (8 years)

Commonwealth Financial Network

Disclosures

Eric Gottlieb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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