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 22 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, GA, HI, IL, MA, MI, MN, MT, ND, NM, NV, OR, TX, UT, VA, WA, WI, WY
James Miller (CRD# 4277523) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Anchorage, AK and has over 9 years of experience in the finance industry.
John Pak (CRD# 2741277) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Santa Cruz, CA and has over 20 years of experience in the finance industry.
Misty Porter (CRD# 4701874) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Yucca Valley, CA and has over 20 years of experience in the finance industry.
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.
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.
Kelli Young (CRD# 4918768) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in North Bend, WA and has over 19 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.