Laurie Gross
Laurie Gross is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rochelle Park, NJ, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
365 West Passaic Street, Suite 205, Rochelle Park, NJ, 07662
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laurie was the owner of GPL Wealth Management, LLC, a support company, until December 2020, dedicating minimal time. She is also an independent contractor for Axia Financial Advisors, LLC and the officer/president of Laurie Gross Wealth Management, LLC, which is the LLC for revenue from her wealth advisory business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
David Lerner Associates, INC.Broker
State Registrations19 states
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