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William Dale Byford

Golden State Equity Partners, LLC

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About William Dale Byford

William Byford is an Investment Advisor Representative at Golden State Equity Partners, LLC. William has been in the financial industry for over 20 years. William holds the Series 65, Series 63, Series 7, and Series 31 licenses. William has been associated with Carter Bain Wealth Management, Horace Mann Investors Inc, Cambridge Investment Research, Inc., SunAmerica Securities, Inc., and Morgan Stanley DW Inc. William is registered in Florida, New Mexico, and Texas.

Firm Information

William Byford 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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William Byford’s Registration & Firm History

CA

01/19/2024 - Present

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

NM

06/02/2003 - 12/07/2006

HORACE MANN INVESTORS INC (LAS CRUCES NM)

IA

01/17/2003 - 06/04/2003

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

AZ

12/16/2002 - 01/17/2003

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NY

08/11/1997 - 11/20/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 08/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 08/08/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Dale Byford.
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