Nwf Advisory Services Inc
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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
Years of Experience
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Nwf Advisory Services Inc Brokerage Details
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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.
Royal Alliance Associates
Nms Capital Advisors
J.P. Turner & Company, LLC
National Securities Corp
National Asset Management, Inc
Gottlieb Investment Group
Commonwealth Financial Network
Eric Gottlieb has no disclosures.
Please visit their SEC profile for more details.