Matthew
Auchard
Golden State Wealth Management, LLC
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About this Advisor
Matthew Auchard is a financial advisor based in Encinitas, California, working with Golden State Wealth Management, LLC. Matthew has previously held positions at Lpl Financial, LLC, Independent Financial Partners, and Golden State Wealth Management, LLC. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Matthew is part of Golden State Wealth Management, LLC, which operates out of Encinitas, 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
Matthew Auchard Work History
Golden State Wealth Management, LLC
Lpl Financial, LLC
Independent Financial Partners
Disclosures
Please visit the SEC profile of Matthew Auchard 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
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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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