Alexandre
Murphy
Golden State Wealth Management, LLC
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About this Advisor
Alexandre Murphy is a financial advisor operating in Santa Ana, California, with 4 years of relevant experience. Murphy is an advisor for Golden State Wealth Management, LLC. Throughout their career, they have worked at Edward Jones, Lpl Financial, LLC and Golden State Wealth Management, LLC. Murphy maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Golden State Wealth Management, LLC is a company headquartered in Santa Ana, CA. It has offices in 34 locations and a total of 79 financial advisors. It controls $1 billion in assets under management among its 5,682 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 5,682 client accounts, 37% are associated with high-net-worth individuals who have greater than $1 million in assets. Golden State Wealth Management, LLC has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the financial services offered. Fees billed by Golden State Wealth Management, LLC likely include any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Golden State Wealth Management, LLC Brokerage Details
$1,415,233,203
79
5,682
$249,073
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alexandre Murphy Work History
Alexandre has been registered as a financial advisor for 4 years.*
Lpl Financial, LLC
Golden State Wealth Management, LLC
Edward Jones
Edward Jones
*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 Alexandre Murphy 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 Wealth Management, LLC
Granite Bay, CA
San Diego, CA
Santa Ana, CA
Calabasas, CA
Santa Ana, CA
Santa Ana, CA
Santa Ana, CA
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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