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Golden State Welcomes Robert A. Ogden of Ogden Wealth Management

Written by Team Golden State,

South Coast Metro, Calif., July 24, 2019 – Golden State announced today on behalf of Golden State Wealth Management, its newest Wealth Manager, Robert A. Ogden of Ogden Wealth Management & Planning Services in Santa Maria, CA. Robert began his career in Accounting in 1972 and became a Certified Public Accountant in California in 1975. […]

Daniel R. Catone named to InvestmentNews’ 2019 40 Under 40 List

Written by Team Golden State,

South Coast Metro, Calif., June 17, 2019 – InvestmentNews has recognized Daniel R. Catone as a 2019 40 Under 40 Honoree. Mr. Catone was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. “The greatest gift you […]

Golden State Offers Advisors Equity Ownership in its Turnkey Asset Management Program

Written by Team Golden State,

South Coast Metro, Calif., June 5, 2019 (Updated) – Golden State announced today on behalf of Golden State Asset Management (GSAM), that advisors who participate in GSAM’s Turnkey Asset Management Program (TAMP) will have the opportunity to earn equity in the firm. The TAMP is an SEC, registered investment advisor that seeks to provide a […]

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The Golden State family of companies is composed of Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State". All firms are federally registered investment advisers, registered with the SEC. The financial consultants of GSWM are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice provided by dually registered representatives affiliated with both LPL Financial and GSWM is offered through GSWM, a federally registered investment adviser. 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.