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WB

William D. Byford

GOLDEN STATE EQUITY PARTNERS
Las Cruces, NM 88005
Some features on this profile are disabled
CRD#: 2079640
WB

Professional summary

William Dale Byford, who also goes by Bill Byford, is a registered financial advisor currently at GOLDEN STATE EQUITY PARTNERS, LLC located in Las Cruces, New Mexico.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 8 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Byford

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Dale Byford's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 19, 2022 - Present

GOLDEN STATE EQUITY PARTNERS, LLC

Office #1: 205 W Boutz Bldg 2 Ste C, Las Cruces, NM 88005
RIA
CRD#: 322879
Las Cruces, NM
Past

August 26, 2021 - September 20, 2022

GOLDEN STATE EQUITY ADVISORS, LLC

RIA
CRD#: 289796
Las Cruces, NM
Past

August 30, 2007 - December 31, 2021

CARTER BAIN WEALTH MANAGEMENT

RIA
CRD#: 131960
LAS CRUCES, NM
Past

June 2, 2003 - December 7, 2006

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
LAS CRUCES, NM
Past

January 31, 2003 - September 8, 2003

WESTWIND CAPITAL

RIA
CRD#: 106802
LAS CRUCES, NM
Past

January 17, 2003 - June 4, 2003

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

December 16, 2002 - January 17, 2003

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

June 22, 1998 - November 20, 2002

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
LAS CRUCES, NM
Past

August 11, 1997 - November 20, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA

CRD#: 322879 / SEC#: 801-126441

RIA
Registered Investment Advisory firm - (8/25/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/19/2024)
IAR
New Mexico
(9/19/2022)
IAR
Texas
(1/19/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/5/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 12/2/1997
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/8/1997
General Securities Representative Examination

Current Firm

GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA

CRD#: 322879 / SEC#: 801-126441

RIA
Registered Investment Advisory firm - (8/25/2022 Approved)
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Contact information

Main Address
201 E. Sandpointe Ave Suite 460, South Coast Metro, CA 92707
Mailing Address
Phone number
(866) 273-1563
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GOLDEN STATE EQUITY PARTNERS PART 2A FIRM BROCHURE (9/8/2025)
GOLDEN STATE EQUITY PARTNERS PART 2A WRAP FEE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts4,604
AUM (Assets Under Management)$ 880,384,165

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GOLDEN STATE EQUITY PARTNERS, LLC

CRD#: 322879Las Cruces, NM 88005

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