Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen MacIntosh is a financial advisor with Argyle Capital Partners, LLC. Stephen has been in the financial services industry since January 2015. He is registered with the state of California as an Investment Advisor Representative. Stephen also holds the Series 66, Series 7, and SIE licenses. Previously, Stephen worked at D.A. Davidson & Co. in Santa Barbara, California. Stephen is also a board member of the Sustainable Change Alliance Foundation and an authorized agent, president, and owner of ESG Capital Management, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
03/17/2020 - Present
Argyle Capital Partners, LLC (Santa Barbara CA)
CA
01/09/2015 - 10/16/2019
D.A. DAVIDSON & CO. (SANTA BARBARA CA)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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