Laura
Gilman

Kcs Wealth Advisory

CRD#4262907
Investment Advisor
in Los Angeles, CA
Are you Laura Gilman? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Laura Gilman is a certified financial planner operating out of Los Angeles, California, with a total of 11 years of professional experience. Gilman is on the advisory team at Kcs Wealth Advisory. The advisor has gained experience at Kcs Wealth Advisory, LLC, Independent Financial Group and Mutual Securities, Inc. Gilman holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in California and Texas. Kcs Wealth Advisory is an advisory firm operating out of Los Angeles, California. The firm has a total of eight people on staff. It controls $170 million in assets between its 561 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 561 customer accounts, 18% belong to high-net-worth clients who have greater than $1 million in investable assets. Kcs Wealth Advisory offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. Fees billed by Kcs Wealth Advisory most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11150 W. Olympic Blvd. Suite 790
Los Angeles, CA 90064

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Kcs Wealth Advisory Brokerage Details

Total Assets Under Management

$170,350,290

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

8

CA Average: 43
Total Number of Accounts

561

CA Average: 3,727
Average Account Size

$303,655

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Laura Gilman Work History

Laura has 11 years of experience.

2015 - Present (4 years)

Mutual Securities, Inc

2013 - Present (6 years)

Kcs Wealth Advisory, LLC

2007 - 2015 (8 years)

Independent Financial Group

Disclosures

Laura Gilman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started