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).
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Total Assets Under Management30MILLION
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Total Number of Accounts47ACCOUNTS
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Average Account Value$632,410
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
CA, ID, OH, TX
Itziar Ramos (CRD# 4213476) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Burbank, CA and has over 23 years of experience in the finance industry.
Lisabeth Schiller (CRD# 4774943) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Burbank, CA and has over 20 years of experience in the finance industry.
Patrick Selway (CRD# 4427339) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Burbank, CA and has over 22 years of experience in the finance industry.
Sally Tamano (CRD# 1993133) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 33 years of experience in the finance industry.
Dragana Turkalj (CRD# 5327978) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 16 years of experience in the finance industry.
Howard Wolfson (CRD# 2154266) 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.