Colton Montgomery Lightner

CFP

6 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth

Golden State Equity Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

1,490 clients

Average Client Portfolio

$591K average

Assets Under Management

$880.4M

Fee Structure

Location

606 S Tamiami Trail, Osprey, FL, 34229

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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.