Andrew Carl Fiscina

Golden State Wealth Management, LLC

14 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Golden State Wealth Management, LLC

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

Location

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

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History

Regulatory History (1)

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Judgment / Lien

August 2019

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Other Business Activities

Andrew is associated with Golden State Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor. He also provides investment advisory services through Golden State Asset Management, LLC, but spends minimal time on this activity.

Employment History

Current Registrations

Golden State Wealth Management, LLC

March 2015 - Present · 10 yrs 11 mos

LPL Financial LLC

March 2015 - Present · 10 yrs 11 mos

LPL Financial LLCBroker

March 2015 - Present · 10 yrs 11 mos

Previous Registrations

First Investors Advisory Services, LLC

June 2014 - March 2015 · 9 mos

First Investors CorporationBroker

May 2011 - March 2015 · 3 yrs 10 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.