Ari Taublieb, financial advisor Solana Beach CA

Ari Taublieb

CRD Number: 6751817
Current Firm: Root Financial Partners

Ari Taublieb (CRD# 6751817) is an Investment Advisor Representative working at Root Financial Partners in Solana Beach, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Nuveen Securities, LLC Los Angeles, CA Jun 2018 - Aug 2020 2
University Of Puget Sound Tacoma, WA Aug 2007 - May 2018 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Ari C. Taublieb
Phone Number: (760) 452-0720
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $108,728
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX

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