Libbie Agran Financial Services & Seminars
Libbie Agran Financial Services & Seminars (CRD# 110758) is a financial advisory firm headquartered in Santa Monica, CA. They manage $691,883,760 in 321 accounts and serve the financial needs of clients across 0 states (or territories).
Current Firm Details
Libbie Agran Financial Services & Seminars
By the Numbers
-
Total Assets Under Management692MILLION
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Total Number of Accounts321ACCOUNTS
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Average Account Value$2,155,401
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
Financial Advisors at Libbie Agran Financial Services & Seminars
No Advisor Found.
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