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Distance Only South Coast Metro, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Timothy Dowd (CRD# 6476047) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 8 years of experience in the finance industry.
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.
Nathan Enriquez (CRD# 6573321) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 5 years of experience in the finance industry.
Lee Jones (CRD# 4596168) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 21 years of experience in the finance industry.
David Leighton (CRD# 5120459) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 5 years of experience in the finance industry.
Benjamin Marshall (CRD# 5278475) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 17 years of experience in the finance industry. Benjamin Marshall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gina Rypkema (CRD# 4394143) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 22 years of experience in the finance industry. Gina Rypkema has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Todd Schneider (CRD# 5973578) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 12 years of experience in the finance industry.
Jordan Vander Poorten (CRD# 7361424) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Newport Beach, CA . Jordan Vander Poorten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.