Golden State Signs Custodial Agreement with TD Ameritrade Institutional

World News: . []

SOUTH COAST METRO, Calif., Sept. 11, 2019 (GLOBE NEWSWIRE) -- Golden State, on behalf of Golden State Wealth Management, a registered investment advisor, announced today that it has entered into a custodial agreement with TD Ameritrade Institutional, a leader in U.S. retail trading. Golden State affiliated financial advisors now have an additional custodial option available and can access the many features and benefits offered by TD Ameritrade.

“I am thrilled to be able to offer this additional level of service to our team members. Golden State advisors now have additional custodial options for the benefit of their clients,” states Daniel R. Catone, Founder and Chief Executive Officer of Golden State.

With a flagship office in South Coast Metro, California and expanding offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors. Learn more at .

*As reported in Financial Planning magazine, June 1996-2019, based on total revenue.

The financial advisors of Golden State are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State, a Registered Investment Advisor. Golden State, TD Ameritrade and LPL Financial are separate entities.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Golden State, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Golden State201 E. Sandpointe, Suite 460South Coast Metro, CA 92707866-273-1563

More news and information about Golden State

Published By:

Globe Newswire: 19:34 GMT Wednesday 11th September 2019

Published: .

Search for other references to "golden" on SPi News


Share

Previous StoryNext Story

SPi News is published by Sector Publishing Intelligence Ltd.
© Sector Publishing Intelligence Ltd 2019. [Admin Only]
 
Sector Publishing Intelligence Ltd.
Agriculture House, Acland Road, DORCHESTER, Dorset DT1 1EF United Kingdom
Registered in England and Wales number 07519380.
 
Privacy Policy | Terms and Conditions | Contact Us