David Eldridge (CRD# 5861251) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 10 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden State Equity Partners, LLC | Phoenix, AZ | Apr 2021 - Current | 2 |
| Financial Engines Advisors LLC | Phoenix, AZ | Nov 2015 - Apr 2021 | 5 |
| The Vanguard Group, Inc. | Scottsdale, AZ | May 2014 - Nov 2015 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2013 - Apr 2014 | < 1 |
| Suttonadvisors, Plc | Lansing, MI | Aug 2010 - Apr 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- AZ
- TX
-
Total Assets Under Management480MILLIONS
-
Total Number of Accounts2,284ACCOUNTS
-
Average Account Value$209,949
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, MA, MI, MN, MT, ND, NM, NV, TX, UT, VA, WA, WI, WY
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