Advisor at Golden State Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Golden State Wealth Management, LLC
Location
Powell, WY 82435
Credentials
Series 63, Series 66
Industry experience
13 years
Financial planning flat fees $1,500 to $10,000; retirement plan consulting flat fees $750 to $10,000
Representatives may accept commissions from sale of securities through LPL Financial; commission amounts not specified
Up to $350/hour for financial planning and consulting; up to $250/hour for retirement plan consulting
Minimum fee: Minimum management fee assessed by a basis point schedule to cover advisor revenue requirements; specific minimum amounts not clearly stated Fee-only: Financial planning and consulting charged on hourly or flat fee basis: hourly fees up to $350/hour; flat fees range $1,500 to $10,000; retirement plan consulting hourly up to $250/hour, flat fees $750 to $10,000
Golden State Wealth Management, LLC
2016 - Present (10 years)
LPL Financial, llc
2015 - Present (11 years)
Chapel of the Lakes
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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