Jeremy Gottlieb is a registered investment advisor at LPL Financial LLC, based in Carlsbad, CA, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2173 Salk Avenue, Suite 250, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy is involved with several investment-related DBAs and entities, including Gottlieb Wealth Management, Integrated Financial Partners, Integrated Wealth Concepts, LLC, and Integrated Partners. He dedicates a significant amount of time, including full-time hours, to these activities.
Employment History
Current Registrations
LPL Financial LLC
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Lucia Securities, LLCBroker
Rjl Wealth Management, LLC
First Allied Securities, INC.Broker
Securities America Advisors, INC.
Raymond J. Lucia Companies, INC.
Rjl Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Walnut Street Securities, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Walnut Street Securities, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations24 states
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