Mark
Pickett
Assetmark, Inc
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About this Advisor
Mark Pickett is a financial advisor based out of Concord, California with a total of 3 years of industry experience. Pickett is an advisor for Assetmark, Inc. During their career, Pickett has held roles at Curian Clearing, LLC, Curian Capital, LLC, Global Financial Private Capital, LLC, Gf Investment Services, LLC, Assetmark Financial, Inc and Assetmark Brokerage, LLC. Pickett has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Colorado. Assetmark, Inc is a financial advisory firm that has its headquarters in Concord, CA. The firm has offices in four locations and a total of 752 people on staff. It has $55 billion in assets under management across its 344,691 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 1,151 charities and foundations. Of its 344,691 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has 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 typically are based on the financial services provided. Fees billed by Assetmark, Inc likely are comprised 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
Mark Pickett Work History
Mark has been registered as a financial advisor for 3 years.*
Assetmark Financial, Inc
Assetmark Brokerage, LLC
Global Financial Private Capital, LLC
Gf Investment Services, LLC
Curian Capital, LLC
Curian Capital, LLC
Curian Clearing, LLC
*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 Mark Pickett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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