David Eldridge, financial advisor South Coast Metro CA

David Eldridge

CRD Number: 5861251
Current Firm: Golden State Equity Partners, LLC

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.

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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
Contact Info for David M. Eldridge
Phone Number: 866-273-1563
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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