John
Nahas
Golden State Wealth Management, LLC
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About this Advisor
John Nahas is a financial advisor based in Santa Ana, California, working with Golden State Wealth Management, LLC. John has previously held positions at Golden State Wealth Management, LLC, Golden State Equity Partners, LLC, Lpl Financial, LLC, and Golden State Asset Management. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, John is part of Golden State Wealth Management, LLC, which operates out of Santa Ana, California. The firm has 34 offices and 53 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Golden State Wealth Management, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Golden State Wealth Management, LLC Brokerage Details
$1,690,725,718
53
6,184
$273,403
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
John Nahas Work History
Golden State Asset Management
Lpl Financial, LLC
Golden State Equity Partners, LLC
Golden State Wealth Management, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of John Nahas 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
Fort Bragg, CA
Poway, CA
Santa Ana, CA
Santa Ana, CA
Santa Ana, CA
Santa Ana, CA
Riverside, CA
Santa Ana, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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