Laurie
Gottlieb
Kestra Advisory Services, LLC
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About this Advisor
Laurie Gottlieb is a financial advisor based out of San Anselmo, California with a total of 7 years of industry experience. Gottlieb is an advisor for Kestra Advisory Services, LLC. During their career, the advisor has held roles at Ubs Financial Services Inc, Kestra Advisory Services, LLC, Kestra Investment Services, LLC and Nfp Securities, Inc. Gottlieb maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California, New Mexico and Texas. Kestra Advisory Services, LLC is a financial advisory firm that has its headquarters in Austin, TX. It has offices in 544 locations and a total of 1,311 employees. It controls $42 billion in total assets among its 140,407 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 client accounts, 17% are held by high-net-worth investors who have more than $1 million in assets available to invest. Kestra Advisory Services, LLC provides a diverse set of services, including 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 advice are based on the financial services provided. Fees charged by Kestra Advisory Services, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Laurie Gottlieb Work History
Laurie has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Ubs Financial Services Inc
Nfp Securities, Inc
*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 Laurie Gottlieb 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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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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