James
Miller
Golden State Equity Partners, LLC
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About this Advisor
James Miller is a financial advisor based in Anchorage, Alaska, working with Golden State Equity Partners, LLC. James has previously held positions at Alcon, Alaska Regional Hospital, Intervest International Equities Corp, and Golden State Equity Partners, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in Alaska and Texas. Currently, James is part of Golden State Equity Partners, LLC, which operates out of Anchorage, Alaska. The firm has 20 offices and 25 employees. The firm manages assets totaling $743.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Golden State Equity Partners, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Golden State Equity Partners, LLC Brokerage Details
$743,725,447
25
4,106
$181,131
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Miller Work History
Golden State Equity Partners, LLC
Intervest International Equities Corp
Alaska Regional Hospital
Alcon
Disclosures
Please visit the SEC profile of James Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Golden State Equity Partners, LLC
Santa Ana, CA
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Anchorage, AK
North Bend, WA
Santa Ana, CA
Lafayette, CA
Santa Ana, CA
Santa Ana, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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