Matthew
Swanson
Golden State Wealth Management, LLC
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About this Advisor
Matthew Swanson is a financial advisor based in Dixon, California, working with Golden State Wealth Management, LLC. Matthew has previously held positions at Edward Jones, Golden State Wealth Management, LLC, and Lpl Financial, 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 Dixon, 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 Swanson Work History
Golden State Wealth Management, LLC
Lpl Financial, LLC
Edward Jones
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
Santa Ana, CA
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Poway, CA
Fort Bragg, CA
Riverside, CA
Santa Ana, CA
Santa Ana, CA
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