James
Miller
Golden State Equity Partners, LLC
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About this Advisor
James Miller is a financial advisor based out of Nokomis, Florida who has 1 year of industry experience. Miller works at Golden State Equity Partners, LLC. Their career trajectory has included roles at Alcon, Alaska Regional Hospital and Intervest International Equities Corp. Miller has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Michigan, New Mexico, Texas, Utah and Wyoming. Golden State Equity Partners, LLC is a registered investment firm based out of Santa Ana, CA. The investment advisory business has offices in 14 locations and a total of 31 advisors. It manages $480 million in total assets across its 2,284 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 2,284 client accounts, 20% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Golden State Equity Partners, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Golden State Equity Partners, LLC most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Golden State Equity Partners, LLC Brokerage Details
$479,522,775
31
2,284
$209,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Miller Work History
James has been registered as a financial advisor for 1 years.*
Intervest International Equities Corp
Alaska Regional Hospital
Alcon
*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 James Miller 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
Nokomis, FL
Santa Ana, CA
Bemidji, MN
Santa Ana, CA
Barrigada,
Santa Ana, CA
Santa Ana, CA
Santa Ana, CA
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