Stephen MacIntosh
CRD Number: 6401660Current Firm: Argyle Capital Partners, LLC
Compensation Model: Both
Stephen MacIntosh (CRD# 6401660) is a Financial Advisor at D.A. Davidson & Co., where he serves the financial needs of individual investors, families and foundations, employing a long-term approach to investing. He is focused on ESG investing (environment, society and governance) with D.A. Davidson, providing his clients with smart, sustainable and strategic investment opportunities that are aligned with their core values.
With nearly 20 years of executive experience developing and managing sustainability programs for a Fortune 300 company, local government agencies and a variety of non-profits, Stephen continues to take a world view when analyzing the activities of publicly traded companies, mutual funds, ETFs and other investment vehicles. He employs a holistic approach to investing for the benefit of his clients while working to minimize risk, preserve wealth and identify investments that provide competitive returns.
Mr. MacIntosh helps his clients work toward achieving their goals of creating a legacy and building multigenerational financial sustainability. His passion is strengthened by his broad business background, which he applies in his analysis of capital markets and thoughtful advice offered to his clients on smart, sustainable and strategic investments.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Argyle Capital Partners, LLC | Los Angeles, CA | Oct 2019 - Current | 4 |
| D.a Davidson & Company | Santa Barbara, CA | Oct 2015 - Oct 2019 | 4 |
| D.a. Davidson & Company | Santa Barbara, CA | Sep 2014 - Oct 2015 | 1 |
| Kps Consulting | Santa Barbara, CA | Nov 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- CA
- TX
-
Total Assets Under Management164MILLIONS
-
Total Number of Accounts422ACCOUNTS
-
Average Account Value$388,884
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, LA, TX
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