Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy John Dowd

Golden State Equity Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy John Dowd

Timothy John Dowd is an investment advisor representative at Golden State Equity Partners, LLC. Timothy John Dowd is registered with the state of Michigan. Timothy John Dowd has been in the industry since November 2014. Timothy John Dowd has a Series 65 license. The firm, Golden State Equity Partners, LLC, provides investment advice for individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Timothy Dowd 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Financial planning fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Dowd’s Registration & Firm History

MI

09/16/2022 - Present

Golden State Equity Partners, LLC (TROY MI)

Not sure if Timothy John Dowd is right for you?

Licenses & Designations

IA

Issued 06/29/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy John Dowd.
Not sure if Timothy John Dowd is right for you?