David Andrew Bruce King

Golden State Wealth Management, LLC

21 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Golden State Wealth Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

45 advisors

Number of Clients

3,888 clients

Average Client Portfolio

$472K average

Assets Under Management

$1.8B

Fee Structure

Location

201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707

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History

Regulatory History (1)

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Criminal

September 1980

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David sells life insurance as a non-variable insurance DBA since 2010. He also works for King Wealth Management, Inc. for accounting purposes and spends a few hours per week at Golden State Wealth Management, LLC as a registered investment advisor hybrid.

Employment History

Current Registrations

Golden State Wealth Management, LLC

October 2014 - Present · 11 yrs 4 mos

LPL Financial LLC

December 2010 - Present · 15 yrs 2 mos

LPL Financial LLCBroker

December 2010 - Present · 15 yrs 2 mos

Edward JonesBroker

October 2004 - December 2010 · 6 yrs 2 mos

State Registrations8 states

AZCAILMANCTXWAWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.