Andrew
Fiscina
Golden State Wealth Management, LLC
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About this Advisor
Andrew Fiscina is a financial advisor operating in Santa Ana, California, with a total of 8 years of industry experience. Fiscina is an employee of Golden State Wealth Management, LLC. Fiscina has gained experience at First Investors Corporation, First Investors Advisory, LLC, Lpl Financial, LLC and Golden State Wealth Management, LLC. Fiscina has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Golden State Wealth Management, LLC is a financial advisory firm operating out of Santa Ana, CA. The company has offices in 34 locations and a total of 79 people on staff. It manages $1 billion in assets across its 5,682 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 10 charitable organizations. Of its 5,682 accounts, 37% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Golden State Wealth Management, LLC likely include some combination 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
Andrew Fiscina Work History
Andrew has been registered as a financial advisor for 8 years.*
Golden State Wealth Management, LLC
Lpl Financial, LLC
Golden State Wealth Management, LLC
First Investors Advisory, LLC
First Investors Corporation
*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 Andrew Fiscina 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
Santa Ana, CA
San Diego, CA
Santa Ana, CA
Santa Ana, CA
Santa Ana, CA
Santa Ana, CA
Calabasas, 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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