Investment adviser representative · Assetmark, Inc.
Philip J. Corson
CRD 5857729 · Clover, SC
At a glance
Philip J. Corson is an investment adviser representative with Assetmark, Inc. in Clover, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Philip’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Assetmark, Inc.Since July 2026Clover, SC · $92B in regulatory assets
- Strategic Planning CorporationSince July 2013Fort Mill, SC · State-registered or not in the SEC’s list
- Blueprint Financial AdvisorsSince September 2026Colfax, NC · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Philip’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.