Kcs Wealth Advisory
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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
Years of Experience
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Kcs Wealth Advisory 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
Laura Gilman Work History
Laura has 11 years of experience.
Mutual Securities, Inc
Kcs Wealth Advisory, LLC
Independent Financial Group
Laura Gilman has no disclosures.
Please visit their SEC profile for more details.