David
Eldridge
Golden State Equity Partners, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Golden State Equity Partners, LLC Brokerage Details
$479,522,775
31
2,284
$209,949
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.*
Golden State Equity Partners, LLC
Financial Engines Advisors L.L.C
The Vanguard Group, Inc
Cambridge Investment Research, Inc
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.
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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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