Unclaimed Profile

Misty Dejon Porter

GOLDEN STATE EQUITY PARTNERS, LLC·SOUTH COAST METRO, California

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65CFP20 years registeredGOLDEN STATE EQUITY PARTNERS, LLC

201 E. SANDPOINTE AVE, SOUTH COAST METRO, CA 92707CRD# 4701874Firm CRD# 289796

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Misty Dejon Porter · SOUTH COAST METRO, CA

Registration

CRD #4701874 · GOLDEN STATE EQUITY PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ASCENTIS INDEPENDENT ADVISORS, LLC

Sep 2022 – present

GOLDEN STATE EQUITY ADVISORS, LLC

Dec 2017 – Sep 2022

Yucca Valley, CA

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Oct 2017

BEAUMONT, CA

CITICORP INVESTMENT SERVICES

Aug 2005 – May 2007

PALM DESERT, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · August 16, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

2011Customer Dispute·Settled

2009Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GOLDEN STATE EQUITY ADVISORS, LLC

CRD 289796 · SEC 801-112013

AUM

$405M

Regulatory assets under management

Employees

1,340 client accounts

Services offered by GOLDEN STATE EQUITY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOLDEN STATE EQUITY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Misty Dejon Porter offer?

Misty Dejon Porter specializes in Financial Planning, Investment Management. Contact their office in SOUTH COAST METRO, California for a consultation.

What are Misty Dejon Porter's credentials?

Misty Dejon Porter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Misty Dejon Porter located?

Misty Dejon Porter is based in SOUTH COAST METRO, California, working with GOLDEN STATE EQUITY PARTNERS, LLC. Their office serves clients in the SOUTH COAST METRO metropolitan area and surrounding communities.

How does Misty Dejon Porter charge for services?

Misty Dejon Porter's firm is compensated through percentage of aum, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDEN STATE EQUITY PARTNERS, LLC?

GOLDEN STATE EQUITY PARTNERS, LLC has approximately 24 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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