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
Bradley Fallon (CRD# 5159619) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 17 years of experience in the finance industry.
Andrew Fiscina (CRD# 5915264) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 12 years of experience in the finance industry.
James Goetz (CRD# 6055183) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 11 years of experience in the finance industry.
Curtis Howard (CRD# 1901041) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Yuba City, CA and has over 31 years of experience in the finance industry.
Patrick Jeffs-Catone (CRD# 5738008) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 12 years of experience in the finance industry.
Fredric Jurmu (CRD# 1705976) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 36 years of experience in the finance industry.
Reesuk Kim (CRD# 2469728) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Torrance, CA and has over 29 years of experience in the finance industry.
David King (CRD# 1601921) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 19 years of experience in the finance industry.
Kreat Lewis (CRD# 4618636) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Grand Junction, CO and has over 21 years of experience in the finance industry.
Gabriella Lundqvist (CRD# 5391367) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Granite Bay, CA and has over 16 years of experience in the finance industry.