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Curtis William Howard

Investment Adviser Representative at GOLDEN STATE WEALTH MANAGEMENT, LLC

Bigfork, MTCRD #1901041Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
26 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 26 states
AlaskaArizonaArkansasCaliforniaColoradoConnecticutFloridaIdahoKansasKentuckyMassachusettsMichiganMississippiMontanaNevadaNew JerseyNorth CarolinaOhioOregonPennsylvaniaSouth DakotaTennesseeTexasUtahWashingtonWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/28/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 7/8/1992
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/20/2009
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/8/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Golden State Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLCCurrent
11/3/2025Bigfork, MT
GOLDEN STATE WEALTH MANAGEMENT, LLCCurrent
1/23/2020Bigfork, MT
LPL FINANCIAL LLC
7/12/202411/4/2024Yuba City, CA
LPL FINANCIAL LLC
9/5/201710/6/2020Yuba City, CA
INTEGRITY WEALTH ADVISORS, INC.
5/16/20162/27/2020Yuba City, CA
TRANSAMERICA FINANCIAL ADVISORS, INC.
3/30/20065/12/2016Yuba City, CA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Curtis William Howard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Curtis William Howard - Financial Advisor in Bigfork, MT | AdvisorFinder