Laura
Gilman
Kcs Wealth Advisory
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About this Advisor
Laura Gilman is a certified financial planner who works out of Los Angeles, California who has 9 years of industry experience. Gilman is an employee of Kcs Wealth Advisory. Throughout their career, they have worked at Independent Financial Group, Kcs Wealth Advisory, LLC and Mutual Securities, Inc. Gilman maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in California and Texas. Kcs Wealth Advisory is a financial advisory company based out of Los Angeles, CA. It manages $350 million in assets under management among its 954 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 954 customer accounts, 35% are held by high-net-worth clients who have greater than $1 million in investable assets. Kcs Wealth Advisory has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules vary depending on which services are offered. However, fee types charged by Kcs Wealth Advisory most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kcs Wealth Advisory Brokerage Details
$349,656,033
8
954
$366,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Laura Gilman Work History
Laura has been registered as a financial advisor for 9 years.*
Kcs Wealth Advisory, LLC
Mutual Securities, Inc
Independent Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laura Gilman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kcs Wealth Advisory
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Sherman Oaks, CA
Edmonds, WA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
