Nathan
Enriquez
Golden State Equity Partners, LLC
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About this Advisor
Nathan Enriquez is a financial advisor based out of Santa Ana, California with a total of 1 year of industry experience. Enriquez currently works for Golden State Equity Partners, LLC. Enriquez has gained experience at Golden State Equity Partners, LLC, Raymond James, Carter Bain Wealth Management and Student. Enriquez has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in New Mexico. Golden State Equity Partners, LLC is a financial advisory business based out of Santa Ana, CA. The firm has offices in 14 locations and a total of 31 financial advisors. It controls $480 million in assets between its 2,284 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 2,284 customer accounts, 20% belong to high-net-worth investors who have at least $1 million in assets available to invest. Golden State Equity Partners, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice vary depending on the services offered. Fee types billed by Golden State Equity Partners, LLC can include 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
Nathan Enriquez Work History
Nathan has been registered as a financial advisor for 1 years.*
Golden State Equity Partners, LLC
Carter Bain Wealth Management
Raymond James
Student
*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 Nathan Enriquez 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
Bemidji, MN
Santa Ana, CA
Santa Ana, CA
Barrigada,
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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