AdvisorOS Directory
Claim Profile
Unclaimed Profile
BG

Bradley Everett Gardner

GOLDEN STATE WEALTH MANAGEMENT, LLC·SOUTH COAST METRO, California
Clean recordGOLDEN STATE WEALTH MANAGEMENT, LLC
201 E. SANDPOINTE AVENUE, SOUTH COAST METRO, CA 92707CRD# 4423724Firm CRD# 167995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Everett Gardner · SOUTH COAST METRO, CA
Registration
CRD #4423724 · GOLDEN STATE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Everett Gardner is a registered financial advisor based in SOUTH COAST METRO, California, affiliated with GOLDEN STATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Bradley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bradley is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
GOLDEN STATE WEALTH MANAGEMENT, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at GOLDEN STATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FEE
Regulatory
SEC/IARD CRD# 4423724
Firm CRD# 167995
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH COAST METRO?

Browse all registered financial advisors in SOUTH COAST METRO, California or claim this profile if it's yours.

Browse SOUTH COAST METRO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Bradley Everett Gardner offer?
Bradley Everett Gardner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH COAST METRO, California for a consultation.
What are Bradley Everett Gardner's credentials?
Bradley Everett Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Everett Gardner located?
Bradley Everett Gardner is based in SOUTH COAST METRO, California, working with GOLDEN STATE WEALTH MANAGEMENT, LLC. Their office serves clients in the SOUTH COAST METRO metropolitan area and surrounding communities.
How does Bradley Everett Gardner charge for services?
Bradley Everett Gardner's firm is compensated through percentage of aum, other: financial planning fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDEN STATE WEALTH MANAGEMENT, LLC?
GOLDEN STATE WEALTH MANAGEMENT, LLC has approximately 53 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in SOUTH COAST METRO, California

Misty Dejon Porter
GOLDEN STATE EQUITY PARTNERS, LLC·SOUTH COAST METRO, CA
Patrick Michael Jeffs-Catone
GOLDEN STATE EQUITY PARTNERS, LLC·SOUTH COAST METRO, CA
Daniel Robert Catone
GOLDEN STATE EQUITY PARTNERS, LLC·SOUTH COAST METRO, CA
John Emile Nahas
GOLDEN STATE EQUITY PARTNERS, LLC·SOUTH COAST METRO, CA
Kyle Fairall
GOLDEN STATE ASSET MANAGEMENT, LLC·SOUTH COAST METRO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile