Gold Shield Financial, LLC

Gold Shield Financial, LLC (CRD# 150384) is a financial advisory firm headquartered in , . They manage $8,366,541 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $111,554
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
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.

NJ

Financial Advisors at Gold Shield Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles V. Stanley
CRD#: 5478402
Trenton, NJ
96
Wealthminder
score

Charles Stanley (CRD# 5478402) is an Investment Advisor Representative working at Gold Shield Financial, LLC in Trenton, NJ and has over 8 years of experience in the finance industry. Charles Stanley 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.

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