Stephen Macon, financial advisor Claremont CA
90 score

Stephen Macon

CRD Number: 6346617
Current Firm: Gould Asset Management LLC

Stephen Macon (CRD# 6346617) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Gould Asset Management LLC Claremont, CA Jun 2013 - Current 5
University Of La Verne La Verne, CA Jan 2013 - Jun 2013 < 1
The Walt Disney Company Anaheim, CA Feb 2012 - Jan 2013 < 1
The Walt Disney Company Anaheim, CA May 2011 - Feb 2012 < 1
The Walt Disney Company Anaheim, CA Dec 2009 - May 2011 1
The Walt Disney Company Anaheim, CA Jun 2008 - Dec 2009 1
Cal State Univ., Fullerton Fullerton, CA Dec 2007 - Jun 2008 < 1
Great Western Hotels Rancho Cucamonga, CA Dec 2006 - Dec 2007 1
Cal State Univ., Fullerton Fullerton, CA Aug 2006 - Dec 2006 < 1
Unemployed Claremont, CA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Stephen D. Macon
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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This advisor has a clean track record with regulators.

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