David
Eldridge

Golden State Equity Partners, LLC

CRD#5861251
Investment Advisor
in Santa Ana, CA

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About this Advisor

David Eldridge is a financial advisor based in Santa Ana, California, with 1 year of industry experience. Eldridge is an advisor for Golden State Equity Partners, LLC. During their career, Eldridge has held roles at Cambridge Investment Research, Inc, Suttonadvisors, Plc, The Vanguard Group, Inc, Financial Engines Advisors L.L.C and Golden State Equity Partners, LLC. Eldridge has Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Texas. Golden State Equity Partners, LLC is a registered investment company that has its headquarters in Santa Ana, CA. The investment advisory business has offices in 14 locations and a total of 31 advisors. It manages $480 million in assets between its 2,284 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 2,284 client accounts, 20% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Golden State Equity Partners, LLC may include asset-based, fixed and other fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

201 E. Sandpointe Ave Suite 460
Santa Ana, CA 92707

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Golden State Equity Partners, LLC Brokerage Details

Total Assets Under Management

$479,522,775

CA Average: $7,578,581,321
Total Number of Employees

31

CA Average: 43
Total Number of Accounts

2,284

CA Average: 3,727
Average Account Size

$209,949

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

David Eldridge Work History

David has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Golden State Equity Partners, LLC

2015 - 2021 (6 years)

Financial Engines Advisors L.L.C

2014 - 2015 (1 year)

The Vanguard Group, Inc

2013 - 2014 (1 year)

Cambridge Investment Research, Inc

2010 - 2014 (4 years)

Suttonadvisors, Plc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Eldridge 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

James Miller
Nokomis, FL
David Leighton
Santa Ana, CA
Shelley Lof
Bemidji, MN
Lee Jones
Santa Ana, CA
Francisco Salas
Barrigada,
Timothy Dowd
Santa Ana, CA
David Eldridge
Santa Ana, CA
Jordan Vander Poorten
Santa Ana, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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