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Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA
March 10, 2021 08:00 ET | Golden State
SOUTH COAST METRO, Calif., March 10, 2021 (GLOBE NEWSWIRE) -- Golden State Equity Partners (“Golden State”), an investment advisor registered with the SEC, is pleased to announce that Lee Jones of...
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Golden State’s brother duo team is now a trio
August 20, 2020 13:59 ET | Golden State
SOUTH COAST METRO, Calif., Aug. 20, 2020 (GLOBE NEWSWIRE) -- Golden State (“firm” “company”), a registered investment advisor, announced today that Matthew Catone will be joining the company’s team...
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Golden State Announces Merger of Ideal Life Advisors and Lundqvist Wealth Strategies
June 02, 2020 09:00 ET | Golden State
SOUTH COAST METRO, Calif., June 02, 2020 (GLOBE NEWSWIRE) -- Golden State Wealth Management (“Golden State”), a registered investment advisor, is pleased to announce the merger of Ideal Life...
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Golden State Adds Another in the Evergreen State
April 28, 2020 15:15 ET | Golden State
SOUTH COAST METRO, Calif., April 28, 2020 (GLOBE NEWSWIRE) -- Golden State announced today its second Washington office and newest wealth manager, Kelli Young, the owner and founder of Longevity...
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Golden State Wealth Management Welcomes Wealth Managers Curt Howard and Brian Rasmussen
February 18, 2020 12:11 ET | Golden State
SOUTH COAST METRO, Calif., Feb. 18, 2020 (GLOBE NEWSWIRE) -- Golden State Wealth Management announced today its newest wealth managers, Curt Howard and Brian Rasmussen. Curt is the owner and...
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Golden State Signs Custodial Agreement with TD Ameritrade Institutional
September 11, 2019 14:34 ET | Golden State
SOUTH COAST METRO, Calif., Sept. 11, 2019 (GLOBE NEWSWIRE) -- Golden State, on behalf of Golden State Wealth Management, a registered investment advisor, announced today that it has entered into a...
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Golden State Welcomes Robert A. Ogden of Ogden Wealth Management
July 24, 2019 11:00 ET | Golden State
SOUTH COAST METRO, Calif., July 24, 2019 (GLOBE NEWSWIRE) -- Golden State announced today on behalf of Golden State Wealth Management, its newest Wealth Manager, Robert A. Ogden of Ogden Wealth...
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Golden State Offers Advisors Equity Ownership in its Turnkey Asset Management Program
June 05, 2019 11:00 ET | Golden State
SOUTH COAST METRO, Calif., June 05, 2019 (GLOBE NEWSWIRE) -- Golden State announced today on behalf of Golden State Asset Management (GSAM), an offering of equity ownership to advisors that...
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Golden State Wealth Management Welcomes Lundqvist Wealth Strategies, Leaving Edward Jones Investments
August 29, 2017 15:29 ET | Golden State Wealth Management
GRANITE BAY, Calif., Aug. 29, 2017 (GLOBE NEWSWIRE) -- Golden State Wealth Management is excited to welcome its newest Wealth Managers, Gabriella Lundqvist and Daniel Poppers of Lundqvist Wealth...
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Golden State Wealth Management Welcomes Wealth Manager Christopher Bates, Leaving J.P. Morgan Securities LLC
March 14, 2017 11:00 ET | Golden State Wealth Management
SANTA ROSA, Calif., March 14, 2017 (GLOBE NEWSWIRE) -- Golden State Wealth Management is excited to welcome its newest Wealth Manager, Christopher Bates of Santa Rosa, California. “I am excited...