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June 24, 2024 08:00 ET | Source: Golden State

Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors

Golden State Wealth Management welcomes Ben Schulte, who operates under the DBA, Omega Wealth Management, located in Carlsbad, California.
May 09, 2024 08:00 ET | Source: Golden State

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.
October 17, 2023 09:00 ET | Source: Golden State

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.
June 02, 2020 09:00 ET | Source: Golden State

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...
April 28, 2020 15:15 ET | Source: Golden State

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...
September 11, 2019 14:34 ET | Source: Golden State

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...