NM
Nancy A. Mccoyne
GOLDEN STATE EQUITY PARTNERS
Park Rapids, MN 56470
Some features on this profile are disabled
CRD#: 6686610
NM
Professional summary
Nancy A Mccoyne, who also goes by Nancy Ann Hamre, is a registered financial advisor currently at GOLDEN STATE EQUITY PARTNERS, LLC located in Park Rapids, Minnesota.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nancy has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nancy Ann Hamre
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.
Arise Wealth Management DBA for RIA business under Golden State Equity Partners
CRS (Client Relationship Summary) - RIA
Click below to view Nancy A Mccoyne'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
February 1, 2024 - Present
GOLDEN STATE EQUITY PARTNERS, LLC
Office #1: 203 Henrietta Ave N, Park Rapids, MN 56470Office #2: 118 Paul Bunyan Dr. Se, Suite 206, Bemidji, MN 56601RIA
CRD#: 322879
Park Rapids, MN
Past
January 31, 2023 - January 19, 2024
GOLDEN STATE EQUITY PARTNERS, LLC
RIA
CRD#: 322879
Bemidji, MN
Past
January 4, 2023 - February 2, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Park Rapids, MN
Past
October 6, 2022 - February 2, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Park Rapids, MN
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
Minnesota(2/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/6/2022
General Securities Representative ExaminationGeneral 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.
