Derek Baldwin, financial advisor Claremont CA
90 score

Derek Baldwin

CRD Number: 6381050
Current Firm: Gould Asset Management LLC

Derek Baldwin (CRD# 6381050) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gould Asset Management LLC Claremont, CA Aug 2014 - Current 3
Union Bank Los Angeles, CA Mar 2010 - Jul 2014 4
State Street Irvine, CA Sep 2009 - Feb 2010 < 1
Unemployed Laguna Niguel, CA Jun 2009 - Aug 2009 < 1
Union Bank Mission Viejo, CA Nov 2006 - May 2009 2
Cal State Univ, Long Beach Long Beach, CA Aug 2004 - May 2009 4

Derek Baldwin has no recent exams reported.
Contact Info for Derek M. Baldwin
Phone Number: 909-445-1291
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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