GL
GL

Gabriella Ingrid Lundqvist

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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

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Location

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

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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.

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Other Business Activities

Gabriella is involved with multiple entities related to her investment advisory services through Golden State Wealth Management, LLC, including Lundqvist Wealth Strategies, Golden State Asset Management, LLC, and Envision Wealth Strategies. These activities take up a significant portion of Gabriella's time, ranging from minimal to nearly full-time.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2017 - Present · 8 yrs 6 mos
Golden State Wealth Management, LLC
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Edward Jones
October 2007 - August 2017 · 9 yrs 10 mos
Edward JonesBroker
September 2007 - August 2017 · 9 yrs 11 mos
State Registrations16 states
AZCACOCTIDMIMNMTNENVNYORTXVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.