Kelli
Young
Golden State Equity Partners, LLC
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About this Advisor
Kelli Young is a financial advisor based in North Bend, Washington, working with Golden State Equity Partners, LLC. Kelli has previously held positions at Miller Advisors, Inc, Golden State Equity Partners D/B/A Longevity Wealth, and Mainspring Wealth Advisors. Kelli has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Kelli is part of Golden State Equity Partners, LLC, which operates out of North Bend, Washington. The firm has 20 offices and 25 employees. The firm manages assets totaling $743.7 million 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, and selection of other advisers. The fee structure at Golden State Equity Partners, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Golden State Equity Partners, LLC Brokerage Details
$743,725,447
25
4,106
$181,131
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kelli Young Work History
Golden State Equity Partners D/B/A Longevity Wealth
Miller Advisors, Inc
Mainspring Wealth Advisors
Disclosures
Please visit the SEC profile of Kelli Young 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
Santa Ana, CA
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Anchorage, AK
North Bend, WA
Lafayette, CA
Santa Ana, CA
Santa Ana, CA
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