KY
Kelli A. Young
GOLDEN STATE EQUITY PARTNERS
NORTH BEND, WA 98045
Some features on this profile are disabled
CRD#: 4918768
KY
Professional summary
Kelli Anne Young, who also goes by Kelli Anne Shook, Kelli Young, is a registered financial advisor currently at GOLDEN STATE EQUITY PARTNERS, LLC located in North Bend, Washington.
Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kelli has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelli Anne Shook | Kelli Young
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.
1. Longevity Wealth, LLC dba Golden State Equity Partners, LLC. Investment related, at registered address, dba for advisory business, Wealth Manager, 07/2022, 160 hours/month all during trading, Financial Advisor 2. Longevity Wealth LLC, Investment related, at registered address, Licensed Insurance agent, 07/2009, 3 hours/month, none during trading hours, licensed insurance agent. 3. Longevity Navigator, LLC. Investment related, at registered address, Owner, 10/2022, 5 hours/month, none during trading hours, owner of a start up company working to provide Long Term Planning Solutions in development, 3. Rental Property Owner, non investment related, at registered address, co-owner of rental property with spouse, 4/2020, 5 hours per month, none during trading hours, co-owner of short term rental property as well as commercial property.
CRS (Client Relationship Summary) - RIA
Click below to view Kelli Anne Young's 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®
NoneExperience
Current
September 16, 2022 - Present
GOLDEN STATE EQUITY PARTNERS, LLC
Office #1: 331 Bendigo Blvd N, North Bend, WA 98045RIA
CRD#: 322879
NORTH BEND, WA
Past
April 20, 2020 - September 20, 2022
GOLDEN STATE EQUITY ADVISORS, LLC
RIA
CRD#: 289796
North Bend, WA
Past
September 2, 2016 - April 20, 2020
MILLER ADVISORS, INC.
RIA
CRD#: 106603
KIRKLAND, WA
Past
August 13, 2013 - September 6, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
BELLEVUE, WA
Past
August 12, 2013 - September 6, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
BELLEVUE, WA
Past
August 7, 2009 - August 16, 2013
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BELLEVUE, WA
Past
February 24, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
BELLEVUE, WA
Past
February 24, 2005 - August 16, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BELLEVUE, WA
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
Washington(9/16/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 4,604 |
| 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.
