Matthew
Swanson
Golden State Wealth Management, LLC
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About this Advisor
Matthew Swanson is a financial advisor based in Dixon, California with a total of 7 years of relevant experience. Swanson is currently employed by Golden State Wealth Management, LLC. Over the course of their career, Swanson has held roles at Edward Jones, Golden State Wealth Management, LLC and Lpl Financial, LLC. Swanson holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in California. Golden State Wealth Management, LLC is an advisory business that has its headquarters in Santa Ana, CA. The investment advisory business has offices in 34 locations and a total of 79 financial advisors. It has $1 billion in total assets between its 5,682 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 10 charities and foundations. Of its 5,682 client accounts, 37% belong to high-net-worth individuals who have more than $1 million in assets. Golden State Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. Fee types billed by Golden State Wealth Management, LLC likely are comprised of any blend 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
Matthew Swanson Work History
Matthew has been registered as a financial advisor for 7 years.*
Golden State Wealth Management, LLC
Lpl Financial, LLC
Edward Jones
*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 Matthew Swanson 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
Granite Bay, CA
Santa Ana, CA
San Diego, CA
Santa Ana, CA
Calabasas, CA
Santa Ana, 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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