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Thomas Keylon Carr

Gould Asset Management LLC

Claremont, CA

CRD 2379137

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Employer firm

Gould Asset Management LLC CRD 113098

$1.03B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • INVESTMENT CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Gould Asset Management Llc

341 West First Street Suite 200, Claremont, CA 91711-4749 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2002-08-20
  • CA RA
    APPROVED
    Since 2002-08-20

Branch Locations

341 W. First St. Suite 200, Claremont, CA 91711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gould Asset Management Llc Claremont CA 06/2002 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-08-19
  • S63 Uniform Securities Agent State Law Examination
    1993-08-19
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC

Nearby Investors

JOHN MATTHEW HEITKEMPER
JEZMIER CORNEJO
JOHN JOSEPH DEBIASE

Nearby Offices

GOULD ASSET MANAGEMENT LLC · CLAREMONT, CA
EDWARD JONES · CLAREMONT, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLAREMONT, CA

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