Golden State Wealth Management, LLC
Golden State Wealth Management, LLC (CRD# 167995) is a financial advisory firm headquartered in Santa Ana, CA. They manage $1,690,725,718 in 6,184 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management1,691MILLION
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Total Number of Accounts6,184ACCOUNTS
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Average Account Value$273,403
- A percentage of assets under your management
- Other
- 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)
AZ, CA, CO, CT, FL, ID, IN, LA, MA, MI, MN, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Linda Anschultz (CRD# 1199088) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Westlake Village, CA and has over 31 years of experience in the finance industry.
Matthew Auchard (CRD# 4620480) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Encinitas, CA and has over 21 years of experience in the finance industry.
Daniel Catone (CRD# 4469467) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 22 years of experience in the finance industry.
Johnny Ceballos (CRD# 5330577) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Yuba City, CA and has over 16 years of experience in the finance industry.
Jay Champlain (CRD# 1054808) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Monica, CA and has over 36 years of experience in the finance industry.
Sandra Cho (CRD# 4593652) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 21 years of experience in the finance industry.
Ashley Curiel (CRD# 4661466) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 16 years of experience in the finance industry.
Kyle Emerson (CRD# 3087936) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 25 years of experience in the finance industry.
Travis Fago (CRD# 4404582) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 22 years of experience in the finance industry.
Kyle Fairall (CRD# 6313351) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Fort Bragg, CA and has over 9 years of experience in the finance industry.