Brooke
Turner
Assetmark, Inc
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About this Advisor
Brooke Turner is a financial advisor operating in Concord, California who has 1 year of industry experience. Turner is on the advisory team at Assetmark, Inc. Their career trajectory has included roles at Assetmark Financial Holdings, Inc, Arizona State University, Amazon.Com, Inc, Sonora Investment Management, Dare To Escape Az, Blue Ice Gelato, Tohono Chul Garden Bistro and Assetmark Brokerage, LLC. Turner holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Assetmark, Inc is a registered investment company that has its headquarters in Concord, CA. The firm has offices in four locations and a total of 752 people on staff. It manages $55 billion in assets among its 344,691 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 1,151 charitable organizations. Of its 344,691 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm provides a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on which service is offered. However, fees billed by Assetmark, Inc can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$55,215,464,971
752
344,691
$160,188
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Brooke Turner Work History
Brooke has been registered as a financial advisor for 1 years.*
Assetmark Brokerage, LLC
Assetmark Financial Holdings, Inc
Amazon.Com, Inc
Sonora Investment Management
Dare To Escape Az
Arizona State University
Arizona State University
Blue Ice Gelato
Tohono Chul Garden Bistro
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brooke Turner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Assetmark, Inc
Phoenix, AZ
Denver, CO
Concord, CA
Concord, CA
Concord, CA
Concord, CA
Concord, CA
Plymouth, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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