Linda Anschultz
Linda Anschultz is a registered investment advisor at Golden State Wealth Management, LLC, based in Westlake Village, CA, with 41 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
5743 Corsa Avenue, Suite 113, Westlake Village, CA, 91362
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Linda operates Westlake Investment Advisors as a DBA for her LPL business since 2017. She also provides administrative services through Golden State Wealth Management, dedicating full-time hours to this activity. Additionally, Linda operates Granite Bay Wealth Management as a DBA for her LPL business, spending about half her time on it.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Shearson Lehman/american Express INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.