AC
CFP
AC
CFP

Ashley Elizabeth Curiel

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
45 advisors
Number of Clients
3,888 clients
Average Client Portfolio
$472K average
Assets Under Management
$1.8B

Fee Structure

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Location

201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707

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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

Ashley is an agent for non-variable insurance, dedicating minimal time to it. She also provides investment advisory services through Golden State Wealth Management, LLC and Golden State Asset Management, LLC, and is an owner of Sparks Curiel LLC.

Employment History
Current Registrations
Golden State Wealth Management, LLC
February 2017 - Present · 9 yrs
LPL Financial LLCBroker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
LPL Financial LLC
April 2016 - May 2017 · 1 yr 1 mo
Cuso Financial Services, L.P.
April 2007 - April 2016 · 9 yrs
Cuso Financial Services, L.P.Broker
February 2007 - April 2016 · 9 yrs 2 mos
State Registrations19 states
ARAZCACOGAHIIDMDNJNMNVNYORPASDTXUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.