Gold Coast Securities, Inc.

Gold Coast Securities, Inc. (CRD# 110925) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $29,723,286 in 47 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $632,410
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
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 16 top financial advisors.
1
Michael J. Goodman
CRD#: 3099529
141 Duesenberg Drive, Suite 4, Westlake Village, CA 91362

Michael Goodman (CRD# 3099529) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Westlake Village, CA and has over 25 years of experience in the finance industry.

2
Glen J. Harm
CRD#: 2664800
3055 Wilshire Blvd., Suite 790, Los Angeles, CA 90010

Glen Harm (CRD# 2664800) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Los Angeles, CA and has over 28 years of experience in the finance industry.

3
Herbert R. Hein
CRD#: 2161794
Gold River, CA

Herbert Hein (CRD# 2161794) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 32 years of experience in the finance industry.

4
Tae P. Ho
CRD#: 2857540
275 E. Hillcrest Drive, Suite 225, Thousand Oaks, CA 91360

Tae Ho (CRD# 2857540) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Thousand Oaks, CA and has over 27 years of experience in the finance industry.

5
Marilyn E. Johnson
CRD#: 4027251
Gold River, CA

Marilyn Johnson (CRD# 4027251) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 24 years of experience in the finance industry.

6
Eric R. Jordan
CRD#: 2017260
Gold River, CA

Eric Jordan (CRD# 2017260) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 32 years of experience in the finance industry.

7
Oleg Katrikh
CRD#: 2860408
303 N. Glenoaks Blvd., Suite 200. Room 210, Burbank, CA 91502

Oleg Katrikh (CRD# 2860408) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Burbank, CA and has over 27 years of experience in the finance industry.

8
Esther E. Koh
CRD#: 2210013
3055 Wilshire Blvd., Suite 790, Los Angeles, CA 90010

Esther Koh (CRD# 2210013) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Los Angeles, CA and has over 31 years of experience in the finance industry.

9
Thaweechai E. Kungwankrai
CRD#: 5388120
303 N. Glenoaks Blvd., Suite 200. Room 210, Burbank, CA 91502

Thaweechai Kungwankrai (CRD# 5388120) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Burbank, CA and has over 16 years of experience in the finance industry.

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

Susan Min (CRD# 2728895) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Los Angeles, CA and has over 27 years of experience in the finance industry.

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