Gold Coast Securities, Inc.

Gold Coast Securities, Inc. (CRD# 110925) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $33,220,371 in 132 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $251,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, OH, TX

Financial Advisors at Gold Coast Securities, Inc.
Showing 1 - 10 of 22 top financial advisors.
1
Michael J. Goodman
CRD#: 3099529
31255 Cedar Valley Drive, Suite 203, Westlake Village, CA 91362
96
Wealthminder
score

Michael Goodman (CRD# 3099529) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Westlake Village, CA and has over 18 years of experience in the finance industry. Michael Goodman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laurence I. Koeppel
CRD#: 4454812
601 S. Glenoaks Blvd., Suite 405, Burbank, CA 91502
96
Wealthminder
score

Laurence Koeppel (CRD# 4454812) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Burbank, CA and has over 14 years of experience in the finance industry. Laurence Koeppel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven G. Bloom
CRD#: 4262178
5743 Corsa Avenue, Suite 212, Westlake Village, CA 91362
93
Wealthminder
score

Steven Bloom (CRD# 4262178) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Westlake Village, CA and has over 16 years of experience in the finance industry.

4
Glen J. Harm
CRD#: 2664800
3055 Wilshire Blvd., Suite 790, Los Angeles, CA 90010
93
Wealthminder
score

Glen Harm (CRD# 2664800) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Los Angeles, CA and has over 21 years of experience in the finance industry.

5
Herbert R. Hein
CRD#: 2161794
2356 Gold Meadow Way, Suite 170, Gold River, CA 95670
93
Wealthminder
score

Herbert Hein (CRD# 2161794) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 25 years of experience in the finance industry.

6
Oleg Katrikh
CRD#: 2860408
601 S. Glenoaks Blvd., Suite 405, Burbank, CA 91502
93
Wealthminder
score

Oleg Katrikh (CRD# 2860408) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Burbank, CA and has over 19 years of experience in the finance industry.

7
Esther E. Koh
CRD#: 2210013
3055 Wilshire Blvd., Suite 790, Los Angeles, CA 90010
93
Wealthminder
score

Esther Koh (CRD# 2210013) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Los Angeles, CA and has over 24 years of experience in the finance industry.

8
Thaweechai E. Kungwankrai
CRD#: 5388120
601 S. Glenoaks Blvd., Suite 405, Burbank, CA 91502
93
Wealthminder
score

Thaweechai Kungwankrai (CRD# 5388120) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Burbank, CA and has over 9 years of experience in the finance industry.

9
Charles M. Long
CRD#: 4557970
275 E. Hillcrest Drive, Suite 225, Thousand Oaks, CA 91360
93
Wealthminder
score

Charles Long (CRD# 4557970) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Thousand Oaks, CA and has over 14 years of experience in the finance industry.

10
Susan E. Min
CRD#: 2728895
3055 Wilshire Blvd., Suite 790, Los Angeles, CA 90010
93
Wealthminder
score

Susan Min (CRD# 2728895) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Los Angeles, CA and has over 20 years of experience in the finance industry.

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