DO
DO

David M Ogden

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

411 E Betteravia Rd. Ste 101, Santa Maria, CA, 93454

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David operates under the DBA Ogden Wealth for his LPL business and is an IAR with Golden State Wealth Management, providing investment advisory services. He also works with Golden State Insurance Services/Blueprint Insurance Services and spends a few hours per week on this activity, and dedicates minimal time to being a musician.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2019 - Present · 6 yrs 7 mos
Golden State Wealth Management, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Ogden Wealth Management & Planning Services, LLC
April 2016 - February 2019 · 2 yrs 10 mos
LPL Financial LLCBroker
July 2015 - August 2018 · 3 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David M Ogden - Financial Advisor | TrueAdvisor