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Brett Elliott

Golden State Wealth Management, LLC

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About Brett Elliott

Brett Elliott is a financial advisor who has been in the industry for 6 years. Brett is registered with Golden State Wealth Management, LLC. Brett has a strong track record of providing financial advice to individuals and families.

Firm Information

Brett Elliott is currently registered with Golden State Wealth Management, LLC. Golden State Wealth Management, LLC is an investment advisor with over $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. They are headquartered in South Coast Metro, CA and have 51 investment advisor representatives. The firm has a wrap fee program.
Golden State Wealth Management, LLC

201 E. SANDPOINTE AVENUE

SOUTH COAST METRO, CA 92707

$1.69B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Brett Elliott’s Registration & Firm History

CA

04/23/2024 - Present

Golden State Wealth Management, LLC (Carlsbad CA)

CA

11/01/2019 - 04/25/2024

EDWARD JONES (SAN DIEGO CA)

CA

07/10/2017 - 02/11/2019

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 04/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/06/2016

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Elliott.
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