Mary
Avella
Golden State Equity Partners, LLC
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About this Advisor
Mary Avella is a financial advisor based in Lafayette, California, working with Golden State Equity Partners, LLC. Mary has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Golden State Equity Partners, LLC. Mary has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Mary is part of Golden State Equity Partners, LLC, which operates out of Lafayette, California. The firm has 20 offices and 25 employees. The firm manages assets totaling $743.7 million 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, and selection of other advisers. The fee structure at Golden State Equity Partners, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Golden State Equity Partners, LLC Brokerage Details
$743,725,447
25
4,106
$181,131
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mary Avella Work History
Golden State Equity Partners, LLC
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Mary Avella 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 Equity Partners, LLC
Santa Ana, CA
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North Bend, WA
Santa Ana, CA
Anchorage, AK
Lafayette, CA
Santa Ana, CA
Santa Ana, CA
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