BI
BI

Blake Connor Isaeff

5 Years of Experience
Broker
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

5029 La Mart Drive, Suite F, Riverside, CA, 92507

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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 Activities

Blake operates Golden State Wealth Management as a DBA for his LPL business since June 2019. He also provides administrative services through Golden State Wealth Management LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Golden State Wealth Management, LLC
August 2023 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 1 mo
State Registrations4 states
AZCAFLVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Blake Connor Isaeff - Financial Advisor | TrueAdvisor