David
Ogden
Golden State Wealth Management, LLC
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About this Advisor
David Ogden is a financial advisor who works out of Santa Maria, California with a total of 4 years of industry experience. Ogden currently works for Golden State Wealth Management, LLC. Over the course of their career, Ogden has held roles at Santa Maria Joint Union High School District, Golden State Wealth Management, LLC, Lpl Financial, LLC and Ogden Wealth Management & Planning Services, LLC. Ogden maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Golden State Wealth Management, LLC is an advisory company operating out of Santa Ana, CA. The firm has offices in 34 locations and a total of 79 advisors. It administers $1 billion in assets under management between its 5,682 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 5,682 customer accounts, 37% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business has a broad 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. Financial management fees depend on which services the firm provides the client. Fees charged by Golden State Wealth Management, LLC may 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
David Ogden Work History
David has been registered as a financial advisor for 4 years.*
Golden State Wealth Management, LLC
Lpl Financial, LLC
Ogden Wealth Management & Planning Services, LLC
Ogden Wealth Management & Planning Services, LLC
Santa Maria Joint Union High School District
*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 Ogden 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
San Diego, CA
Granite Bay, CA
Santa Ana, CA
Santa Ana, CA
Santa Ana, CA
Calabasas, 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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