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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gordon Miller is a financial advisor with Golden State Equity Partners, LLC. James Gordon Miller has been a registered representative for 17 years, and is currently registered with Golden State Equity Partners, LLC in Alaska, Florida and Texas. James Gordon Miller holds the following licenses and registrations: Series 7, Series 24, Series 66, and SIE. James Gordon Miller has experience working with individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. James Gordon Miller provides financial planning, portfolio management for individuals, selection of other advisors, and other services. James Gordon Miller was previously employed at INTERVEST INTERNATIONAL EQUITIES CORPORATION in Anchorage, Alaska, and DRESHER, Pennsylvania. James Gordon Miller's other business activities include DBA: Baobab Wealth, insurance licensing, and Baobab Wealth Abroad Managing Member.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
AK
08/26/2022 - Present
Golden State Equity Partners, LLC (Anchorage AK)
AK
01/27/2015 - 11/09/2022
INTERVEST INTERNATIONAL EQUITIES CORPORATION (Anchorage AK)
PA
12/11/2008 - 02/16/2010
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
CO
02/19/2008 - 05/20/2008
INTERVEST INTERNATIONAL EQUITIES CORPORATION (AURORA CO)
CO
04/28/2006 - 01/09/2008
ING FINANCIAL PARTNERS, INC. (DENVER CO)
CO
10/31/2000 - 05/01/2006
WADDELL & REED, INC. (DENVER CO)
BOTH
Issued 02/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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