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).

By the Numbers
  • Total Assets Under Management
    744
    MILLION
  • Total Number of Accounts
    4,106
    ACCOUNTS
  • Average Account Value
    $181,131
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
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, HI, MA, MI, MN, MT, ND, NM, NV, OR, TX, UT, VA, WA, WI, WY

Financial Advisors at Golden State Equity Partners, LLC
Showing 1 - 10 of 17 top financial advisors.
1
William D. Byford
CRD#: 2079640
205 W Boutz Bldg 2 Ste C, Las Cruces, NM 88005

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.

2
Timothy J. Dowd
CRD#: 6476047
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA 92707

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.

3
David M. Eldridge
CRD#: 5861251
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA 92707

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.

4
Nathan G. Enriquez
CRD#: 6573321
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA 92707

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.

5
Donna M. Gunderson
CRD#: 5836998
Grand Rapids, MN

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.

6
Lee B. Jones
CRD#: 4596168
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA 92707

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.

7
Shannon A. Kujawa
CRD#: 4268716
20201 Sw Birch St, Ste 250, Newport Beach, CA 92660

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.

8
Jonathan M. Larsen
CRD#: 4167102
Harvard, IL

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.

9
David E. Leighton
CRD#: 5120459
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA 92707

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.

10
Benjamin J. Marshall
CRD#: 5278475
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA 92707

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.

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