Andrew Fiscina, financial advisor Concord CA
81 score

Andrew Fiscina

CRD Number: 5915264
Current Firm: Golden State Wealth Management, LLC

Andrew Fiscina (CRD# 5915264) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Concord, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Golden State Wealth Management, LLC South Coast Metro, CA Jun 2016 - Current < 1
Lpl Financial Concord, CA Mar 2015 - Current 1
Golden State Wealth Management, LLC Irvine, CA Mar 2015 - Jun 2016 1
First Investors Advisory, LLC Walnut Creek, CA Jun 2014 - Mar 2015 < 1
First Investors Corporation Walnut Creek, CA Mar 2011 - Mar 2015 4
State Street Alameda, CA Jun 2008 - Feb 2011 2
Environmental Management Group Walnut Creek, CA Jan 2004 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Jun 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Andrew C. Fiscina
Phone Number: 855.273.1563
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $483,911
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, LA, WA

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BADGES
81

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