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Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors
June 24, 2024 08:00 ET | Golden State
Golden State Wealth Management welcomes Ben Schulte, who operates under the DBA, Omega Wealth Management, located in Carlsbad, California.
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PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones
May 09, 2024 08:00 ET | Golden State
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.
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Golden State Ranked on Forbes America’s Top RIA Firms for 2023
October 17, 2023 09:00 ET | Golden State
Golden State announces its ranking on the Forbes America’s Top RIA Firms list for 2023.
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Golden State Announces Merger of Ideal Life Advisors and Lundqvist Wealth Strategies
June 02, 2020 09:00 ET | Golden State
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...
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Golden State Adds Another in the Evergreen State
April 28, 2020 15:15 ET | Golden 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...
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Golden State Signs Custodial Agreement with TD Ameritrade Institutional
September 11, 2019 14:34 ET | Golden State
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...