Gregg Gottlieb (CRD# 2011631) is an Investment Advisor Representative working at Viable in Malvern, PA and has over 34 years of experience in the finance industry. Gregg Gottlieb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4837485
Cuso Financial Services
CRD# 4581631
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Viaable, LLC | Malvern, PA | Mar 2024 - Current | < 1 |
Regal Wealth Advisors, LLC | Florham Park, NJ | Jan 2005 - Current | 19 |
Lpl Financial LLC | Florham Park, NJ | Jan 2019 - Mar 2024 | 5 |
Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Jan 2019 | 2 |
The Diamond Agency | Clifton, NJ | Jun 1986 - Jan 2018 | 31 |
Nfp Securities, Inc. | Austin, TX | Aug 2001 - Apr 2016 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1990 |
S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- PA
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$321,249
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
PA, TX
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