Contact Us

Corporate Headquarters

655 W. Broadway, Suite 1050
San Diego, CA 92101


(866) 273-3385 Office
(619) 239-5835 Fax

Corporate Office - Arizona

14614 N. Kierland Blvd., Suite N200
Scottsdale, AZ 85254

Corporate Office - Florida

900 Fox Valley Drive, Suite 100
Longwood, FL 32779

Nationwide Services Network

Advisors are conveniently located throughout the United States to provide high-income professionals, small business owners, high-net-worth individuals and doctors with integrated financial planning services. Please call 866-350-4237 or e-mail info@gbfs.com for more information.

Email Us

General Mailbox (info@gbfs.com)
Pension Services (pensions@gbfs.com)
Insurance Services (insurance@gbfs.com)
Financial Planning Workshops (workshops@gbfs.com)

California Insurance License #0E44266.

Associates of Advanced Equities Wealth Management who are registered representatives offer securities through First Allied Securities, Inc. -- A Registered Broker/Dealer -- Member FINRA/SIPC

Advanced Equities Wealth Management and its affiliates are dbas of Greenbook Financial Services, Inc.