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Kelli Anne Young

Golden State Equity Partners, LLC

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About Kelli Anne Young

Kelli Anne Young is a financial advisor who has been in the industry since 2005. She is registered with Golden State Equity Partners, LLC and specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Kelli also holds a license to sell insurance. Kelli has a wide range of experience working with clients, including high-net-worth individuals, corporations, and pension plans.

Firm Information

Kelli Young is currently registered with Golden State Equity Partners, LLC. Golden State Equity Partners, LLC is a wealth management firm headquartered in SOUTH COAST METRO, CA. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $743,725,447 in assets for 4,106 clients. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm participates in a wrap fee program.
Golden State Equity Partners, LLC

201 E. SANDPOINTE AVE

SOUTH COAST METRO, CA 92707

$743.73M

Assets Under Management

Not reported

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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 fees

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Kelli Young’s Registration & Firm History

CA

09/20/2022 - Present

Golden State Equity Partners, LLC (SOUTH COAST METRO CA)

WA

08/12/2013 - 09/06/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLEVUE WA)

WA

02/24/2005 - 08/16/2013

METLIFE SECURITIES INC. (BELLEVUE WA)

WA

02/24/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BELLEVUE WA)

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Licenses & Designations

IA

Issued 05/19/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2011

Series 7 - General Securities Representative Examination

BC

Issued 02/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelli Anne Young.
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