Bacilisa
Herrera
Assetmark, Inc
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About this Advisor
Bacilisa Herrera is a financial advisor operating in Chicago, Illinois with a total of 4 years of industry experience. Herrera currently works for Assetmark, Inc. Their career trajectory has included roles at Jpmorgan Chase Bank, Assetmark Financial, Inc, Assetmark Brokerage, LLC, School Association For Special Education In Dupage County (Sased, Designer Shoe Warehouse (Dsw) and J.P. Morgan Securities LLC. Herrera maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Illinois. Assetmark, Inc is a firm that has its headquarters in Concord, CA. The firm has offices in four locations and a total of 752 advisors. It handles $55 billion in assets under management among its 344,691 accounts, placing it among the largest firms in the country by assets under management. The firm serves 1,151 charities and foundations. Of its 344,691 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. Assetmark, Inc offers a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the type of services provided. However, fees charged by Assetmark, Inc likely include any combination 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
Bacilisa Herrera Work History
Bacilisa has been registered as a financial advisor for 4 years.*
Assetmark Financial, Inc
Assetmark Brokerage, LLC
Designer Shoe Warehouse (Dsw)
School Association For Special Education In Dupage County (Sased
Assetmark Brokerage, LLC
Assetmark Financial, Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
*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 Bacilisa Herrera 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
Concord, CA
Concord, CA
Plymouth, MA
Phoenix, AZ
Sarasota, FL
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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