Christopher
Collins

Assetmark, Inc

CRD#5719014
Investment Advisor
in Chicago, IL

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About this Advisor

Christopher Collins is a financial advisor working out of Chicago, Illinois with a total of 2 years of industry experience. Collins currently works for Assetmark, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Corp, Iht Wealth Management LLC, Lpl Financial LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Merrill Lynch, Assetmark Brokerage, LLC and Assetmark Financial, Inc. Collins holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Assetmark, Inc is an advisory company that has its headquarters in Concord, CA. It has offices in four locations and a total of 752 financial advisors. It oversees $55 billion in assets under management across its 344,691 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 1,151 charitable organizations. Of its 344,691 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business has a number of services, such as 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 are based on the financial services. Fee types billed by Assetmark, Inc most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 W. Madison Ave. Suite 2200
Chicago, IL 60606

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

IL Average: $7,578,581,321
Total Number of Employees

752

IL Average: 43
Total Number of Accounts

344,691

IL Average: 3,727
Average Account Size

$160,188

IL Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Selection of other advisers

Christopher Collins Work History

Christopher has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Assetmark Brokerage, LLC

2021 - Present (3 years)

Assetmark Financial, Inc

2020 - 2021 (1 year)

Jpmorgan Chase Bank, N.A

2020 - 2021 (1 year)

J.P. Morgan Securities LLC

2018 - 2020 (2 years)

Iht Wealth Management LLC

2018 - 2020 (2 years)

Lpl Financial LLC

2010 - 2018 (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2018 (9 years)

Bank Of America Corp

2009 - 2018 (9 years)

Merrill Lynch

*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 Christopher Collins 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

Joy Walker
Sarasota, FL
Eric Burkhardt
Concord, CA
Michael Rossi
Concord, CA
Jacqueline Sasson
Encino, CA
Mindy Foulger
Concord, CA
Nora Gillis
Concord, CA
Ryan Huddleston
Concord, CA
Dylan Schlott
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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