David King
David King is a registered investment advisor at Golden State Wealth Management, LLC, based in Powell, WY, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
Get directionsHistory
Regulatory History (1)
Criminal
September 1980Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.