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Financial ADVSR advisor directory · SEC adviser records

Golden State Wealth Management, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Golden State Wealth Management, LLC office in California, by city and A to Z.

The short answer

24 registered advisors work at Golden State Wealth Management, LLC in California, out of 45 nationwide; it's the firm's number 1 state by advisors, and the most are in Encino (4). 4 list the CFP designation and 23 are also registered broker representatives.

Golden State Wealth Management, LLC advisors by city in California

Every firm in California →

Encino 4Carlsbad 3Fort Bragg 2Santa Maria 2Westlake Village 2Dixon 1Encinitas 1Laguna Beach 1Pasadena 1Poway 1Riverside 1San Diego 1Santa Monica 1Torrance 1Woodland Hills 1Yuba City 1

Golden State Wealth Management, LLC advisors in California, A to Z

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Golden State Wealth Management, LLC advisors in every state →Golden State Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Golden State Wealth Management, LLC in other states

Wyoming 19

Questions

How many Golden State Wealth Management, LLC financial advisors are in California?

24 investment adviser representatives are registered at Golden State Wealth Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 45 at the firm nationwide. 4 list the CFP designation and 23 are also registered as broker representatives.

Where in California does Golden State Wealth Management, LLC have the most advisors?

Encino, with 4, then Carlsbad (3). Golden State Wealth Management, LLC has advisors in 16 cities in California.

How do I check a Golden State Wealth Management, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Golden State Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.