PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones Justin Peek of PEEK WEALTH in Carlsbad, CA, has expanded its team and is excited to welcome Brett Elliott as a Financial Advisor coming from Edward Jones.

Golden State Ranked on Forbes America’s Top RIA Firms for 2023 Golden State announces its ranking on the Forbes America’s Top RIA Firms list for 2023.

Golden State Announces Merger of Ideal Life Advisors and Lundqvist Wealth Strategies 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...

Golden State Adds Another in the Evergreen 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...

Golden State Signs Custodial Agreement with TD Ameritrade Institutional 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...