Ari Taublieb (CRD# 6751817) is an Investment Advisor Representative working at Root Financial Partners in Solana Beach, CA and has over 5 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Root Financial Partners | Solana Beach, CA | Nov 2020 - Current | 3 |
| 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 |
- CA
- FL
- NY
-
Total Assets Under Management399MILLIONS
-
Total Number of Accounts1,229ACCOUNTS
-
Average Account Value$324,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, KS, NY, TN, TX, VA
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