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Affiliations

01.


GOLDEN STATE
WEALTH
MANAGEMENT

THE BUSINESS YOU’VE ALWAYS ENVISIONED

Golden State Wealth Management (GSWM) is a Registered Investment Advisor, that offers several financial planning platforms that meet your business needs. With an alignment with LPL Financial, GSWM is a hybrid model consisting of both brokerage and fee-based platforms. With access to independent research and industry-leading technology, GSWM affords advisors a high-level of support and business efficiencies.


Take the first step.

Schedule a confidential conversation with Golden State today.

02.


GOLDEN STATE
EQUITY
PARTNERS

ADD STRENGTH AND SECURITY TO YOUR ADVISORY BUSINESS

Golden State Equity Partners (GSEP) is a Registered Investment Advisor that supports fee-based financial advisors. GSEP was designed to empower advisors with greater business flexibility. This model affords advisors equity in the Registered Investment Advisor, and an integrated, yet flexible technology platform.


Join the movement.
Join Golden State.

03.


GOLDEN STATE
ASSET
MANAGEMENT

A CULTURE OF EMPOWERMENT

Golden State Asset Management enables fee-based advisors to transition to greater independence in an inclusive proactive culture.

GSAM empowers advisors with tools and research to optimize their business’ investment process. By way of an SEC-approved Turnkey Asset Management Program (TAMP), participating advisors can better manage their clients’ assets alongside highly-qualified CFAs that centrally manage the day-to-day portfolio selection. A significant advantage for advisors who utilize the TAMP is that they have equity participation in the program. The TAMP is available to Golden State advisors and non-affiliated advisors.


Get the efficiency of Golden State on your side.

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The financial consultants of Golden State are registered representatives with and securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Golden State, a Registered Investment Advisor. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY. 2019 Copyright © Golden State