Cameron
Wadsworth
Assetmark, Inc
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About this Advisor
Cameron Wadsworth is a financial advisor operating in Concord, California who has 2 years of industry experience. Wadsworth is an employee of Assetmark, Inc. During their career, Wadsworth has held roles at Maderas Golf Club, Seminole Dining, Northwestern Mutual, Office Of Attorney General, Sprott Global Resource Investments LTD, Florida State University, Jensen Beach High School, Assetmark Financial, Inc and Assetmark Brokerage, LLC. Wadsworth holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Florida. Assetmark, Inc is a business operating out of Concord, CA. It has offices in four locations and a total of 752 advisors. It controls $55 billion in total assets across its 344,691 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 1,151 charities and foundations. Of its 344,691 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. Fees billed by Assetmark, Inc most likely consist 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
Cameron Wadsworth Work History
Cameron has been registered as a financial advisor for 2 years.*
Assetmark Financial, Inc
Assetmark Brokerage, LLC
Sprott Global Resource Investments LTD
Maderas Golf Club
Seminole Dining
Northwestern Mutual
Office Of Attorney General
Florida State University
Jensen Beach High School
*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 Cameron Wadsworth 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
Denver, CO
Concord, CA
Sarasota, FL
Concord, CA
Plymouth, MA
Concord, CA
Phoenix, AZ
Concord, CA
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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