Michael Gotleib (CRD# 6229565) is an Investment Advisor Representative working at Lpl Financial LLC in Delray Beach, FL and has over 9 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mount Laurel, NJ | Mar 2023 - Current | < 1 |
| Gotleib & Associates | Mount Laurel, NJ | Jan 2013 - Current | 10 |
| Kestra Advisory Services, LLC | Mt. Laurel, NJ | Apr 2016 - Mar 2023 | 6 |
| Kestra Investment Services, LLC | Mt. Laurel, NJ | Feb 2016 - Mar 2023 | 7 |
| Bridge Wealth Advisors, LLC | Mount Laurel, NJ | Jan 2013 - Oct 2017 | 4 |
| Nfp Advisor Services, LLC | Austin, TX | Feb 2016 - Apr 2016 | < 1 |
| Lpl Financial LLC | Mount Laurel, NJ | Apr 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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