Katherine
Stellar
Golden State Wealth Management, LLC
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About this Advisor
Katherine Stellar is a financial advisor based in Santa Ana, California, working with Golden State Wealth Management, LLC. Katherine has previously held positions at Lpl Financial LLC, Morgan Stanley Smith Barney LLC, and Golden State Wealth Management, LLC. Katherine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Katherine 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
Katherine Stellar Work History
Golden State Wealth Management, LLC
Lpl Financial LLC
Golden State Wealth Management, LLC
Morgan Stanley Smith Barney LLC
Disclosures
Please visit the SEC profile of Katherine Stellar 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
Poway, CA
Santa Ana, CA
Fort Bragg, CA
Santa Ana, CA
Santa Ana, CA
Santa Ana, CA
Riverside, CA
Calabasas, 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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