Stephanie
Gotts
Lpl Financial LLC
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About this Advisor
Stephanie Gotts is a financial advisor based in Whittier, California, working with Lpl Financial LLC. Stephanie has previously held positions at Securities America, Inc, Whittier High School, Intramural Sports At Cal State Fullerton, City Of Whittier, and Lpl Financial LLC. Stephanie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Stephanie is part of Lpl Financial LLC, which operates out of Whittier, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
- Other
Stephanie Gotts Work History
Lpl Financial LLC
Securities America, Inc
Securities America, Inc
Intramural Sports At Cal State Fullerton
Whittier High School
City Of Whittier
Whittier High School
Disclosures
Please visit the SEC profile of Stephanie Gotts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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