Bryan
Goligoski
Axxcess Wealth Management, LLC
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About this Advisor
Bryan Goligoski is a financial advisor who works in Carlsbad, California with a total of 1 year of relevant experience. Goligoski is an advisor for Axxcess Wealth Management, LLC. Their career trajectory has included roles at Unemplolyed, Mercer Global Advisors, Hatteras Capital Distributors, LLC, Stillwater Capital, LLC, Oakhurst Advisors, Triple A Partners, Balboa Wealth Partners, Axxcess Wealth Management, LLC, Tcw Funds Distributors LLC, Tcw LLC, Tcw Investment Management Company LLC, Balboa Wealth Partners, Inc, Canter Wealth and Hatteras Funds. Goligoski has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Axxcess Wealth Management, LLC is a financial advisory firm that has its headquarters in Carlsbad, CA. The company has offices in 23 locations and a total of 78 people on staff. It controls $3 billion in assets under management across its 9,690 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 9,690 accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Axxcess Wealth Management, LLC performs a number 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 fees usually are based on which service is offered. Fee types charged by Axxcess Wealth Management, LLC likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
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
Bryan Goligoski Work History
Bryan has been registered as a financial advisor for 1 years.*
Axxcess Wealth Management, LLC
Balboa Wealth Partners
Oakhurst Advisors
Triple A Partners
Canter Wealth
Stillwater Capital, LLC
Tcw Funds Distributors LLC
Tcw LLC
Tcw Investment Management Company LLC
Balboa Wealth Partners, Inc
Hatteras Capital Distributors, LLC
Hatteras Funds
Unemplolyed
Mercer Global Advisors
*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 Bryan Goligoski 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 Axxcess Wealth Management, LLC
Carlsbad, CA
Carlsbad, CA
Lantana, TX
Charleston, WV
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Carlsbad, 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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