Steven Macnear (CRD# 4887317) is an Investment Advisor Representative working at Next Financial Group, Inc. in Sebastopol, CA and has over 18 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2169633
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group | Sebastopol, CA | Sep 2018 - Current | 5 |
| Various Insurance Carriers For W&r Insurance Agencies | Davis, CA | Mar 2011 - Current | 13 |
| Kaiser | Davis, CA | Mar 2011 - Current | 13 |
| Care Trust Networks | Davis, CA | Mar 2011 - Current | 13 |
| Anthem Blue Cross | Davis, CA | Mar 2011 - Current | 13 |
| Mass Mutual | Davis, CA | Mar 2011 - Current | 13 |
| Macnear Marine Survey's And Appraisals | Davis, CA | Dec 1986 - Sep 2022 | 35 |
| Robert Mclaughlin | Sacramento, CA | Jan 2018 - Sep 2018 | < 1 |
| Waddell & Reed, Inc. | Roseville, CA | Mar 2011 - Sep 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- CA
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Total Assets Under Management3,522MILLIONS
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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