Dylan
Brandon
Assetmark, Inc
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About this Advisor
Dylan Brandon is a financial advisor based in Concord, California who has 2 years of industry experience. Brandon is currently employed by Assetmark, Inc. Throughout their career, Brandon has worked at Td Ameritrade, Moe'S Southwest Grill, Safari Grille, Pizza Hut, Penn State, Hometown Pizzeria, Dino Jump, Girard High School, Assetmark Brokerage, LLC and Assetmark Financial, Inc. Brandon maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Assetmark, Inc is an advisory company that has its headquarters in Concord, CA. The investment advisory business has offices in four locations and a total of 752 advisors. It handles $55 billion in total assets among its 344,691 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 1,151 charitable organizations. Of its 344,691 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business provides 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 fee schedules largely depend on the type of financial services. However, fees billed by Assetmark, Inc 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
Dylan Brandon Work History
Dylan has been registered as a financial advisor for 2 years.*
Assetmark Brokerage, LLC
Assetmark Financial, Inc
Td Ameritrade
Td Ameritrade
Moe'S Southwest Grill
Safari Grille
Pizza Hut
Penn State
Hometown Pizzeria
Dino Jump
Girard 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 Dylan Brandon 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
Concord, CA
Concord, CA
Sandusky, OH
Concord, CA
Encino, CA
Concord, CA
Concord, CA
Sarasota, FL
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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