Golden State Equity Partners, LLC
Golden State Equity Partners, LLC (CRD# 322879) is a financial advisory firm headquartered in South Coast Metro, CA. They manage $743,725,447 in 4,106 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management744MILLION
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Total Number of Accounts4,106ACCOUNTS
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Average Account Value$181,131
- 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, HI, MA, MI, MN, MT, ND, NM, NV, OR, TX, UT, VA, WA, WI, WY
William Byford (CRD# 2079640) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Las Cruces, NM and has over 26 years of experience in the finance industry.
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.
Donna Gunderson (CRD# 5836998) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Grand Rapids, MN and has over 9 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.
Shannon Kujawa (CRD# 4268716) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.
Jonathan Larsen (CRD# 4167102) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Harvard, IL and has over 23 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 16 years of experience in the finance industry.