Job Alexander Eagleson

Golden State Wealth Management, LLC

27 Years of Experience

Broker

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

730 Arizona Ave. Suite 221, Santa Monica, CA, 90401

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Job is involved with The Artful Editor (family business), Champlain Wealth Advisors (DBA for LPL business and Golden State Wealth Management), and rental real estate. The time commitment for these activities is not specified.