Golden Shield Financial Advisors

Golden Shield Financial Advisors (CRD# 156080) is a financial advisory firm headquartered in Carlsbad, CA. They manage $1,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA

Financial Advisors at Golden Shield Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Alan Watt
CRD#: 5885505
Carlsbad, CA
93
Wealthminder
score

Alan Watt (CRD# 5885505) is an Investment Advisor Representative working at Golden Shield Financial Advisors in Carlsbad, CA and has over 6 years of experience in the finance industry.

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