Justin Peek
Justin Peek is a CFP-designated registered investment advisor at Golden State Wealth Management, LLC, based in Carlsbad, CA, with 21 years of industry experience. Justin 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
7750 El Caminio Real, Ste. 2E, Carlsbad, CA, 92009
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2018Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Justin is an agent selling life, long-term care, and health insurance, dedicating minimal time to this activity. He also provides investment advisory services through Golden State Wealth Management, LLC and Golden State Asset Management LLC, spending nearly full-time on these activities.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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.