Nathan Enriquez (CRD# 6573321) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Golden State Equity Partners, LLC | South Coast Metro, CA | Aug 2021 - Current | 2 |
Carter Bain Wealth Management | Las Cruces, NM | May 2016 - Aug 2021 | 5 |
Raymond James | Deming, NM | Oct 2015 - Feb 2016 | < 1 |
Student | Las Cruces, NM | Jan 2005 - Oct 2015 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- NM
-
Total Assets Under Management744MILLIONS
-
Total Number of Accounts4,106ACCOUNTS
-
Average Account Value$181,131
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, GA, HI, IL, MA, MI, MN, MT, ND, NM, NV, OR, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.