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Financial ADVSR advisor directory · SEC adviser records

Assetmark, Inc. financial advisors in California

Every SEC-registered investment adviser representative at a Assetmark, Inc. office in California, by city and A to Z.

The short answer

114 registered advisors work at Assetmark, Inc. in California, out of 198 nationwide; it's the firm's number 1 state by advisors, and the most are in Concord (98). 1 list the CFP designation and 97 are also registered broker representatives.

Assetmark, Inc. advisors by city in California

Every firm in California →

Concord 98Tarzana 2Anaheim Hills 1Beverly Hills 1Canoga Park 1Costa Mesa 1Half Moon Bay 1Hermosa Beach 1Los Angeles, 1Ojai 1San Francisco 1Simi Valley 1Studio City 1Ventura 1West Hollywood 1Woodland Hills 1

Assetmark, Inc. advisors in California, A to Z

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Assetmark, Inc. advisors in every state →Assetmark, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Assetmark, Inc. in other states

Illinois 33Arizona 16North Carolina 6Colorado 4Texas 4

Questions

How many Assetmark, Inc. financial advisors are in California?

114 investment adviser representatives are registered at Assetmark, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 198 at the firm nationwide. 1 list the CFP designation and 97 are also registered as broker representatives.

Where in California does Assetmark, Inc. have the most advisors?

Concord, with 98, then Tarzana (2). Assetmark, Inc. has advisors in 16 cities in California.

How do I check a Assetmark, Inc. advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Assetmark, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.