Connor
Meekins

Assetmark, Inc

CRD#6592354
Investment Advisor
in Concord, CA

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About this Advisor

Connor Meekins is a financial advisor who works out of Concord, California with 1 year of relevant experience. Meekins is currently employed by Assetmark, Inc. Their career trajectory has included roles at Charles Schwab & Co., Inc, The Watermark Restaurant, Ubs Financial Services, Jimmy John'S, Finish Line, Hogan'S Hut, Chautauqua Health & Fitness Center, J. Crew, Kent State University, Fredonia State University, Jamestown Community College, Assetmark Financial Holdings, Inc and Assetmark Brokerage, LLC. Meekins has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Assetmark, Inc is a registered investment firm operating out of Concord, CA. The company has offices in four locations and a total of 752 people on staff. It controls $55 billion in assets between its 344,691 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 1,151 charitable organizations. Of its 344,691 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets. Assetmark, Inc performs a wide set of services, including 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 vary depending on the type of services provided. Fees charged by Assetmark, Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

1655 Grant Street 10Th Floor
Concord, CA 94520-2445

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

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

752

CA Average: 43
Total Number of Accounts

344,691

CA Average: 3,727
Average Account Size

$160,188

CA 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

Connor Meekins Work History

Connor has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Assetmark Financial Holdings, Inc

2018 - Present (6 years)

Assetmark Brokerage, LLC

2016 - 2017 (1 year)

Charles Schwab & Co., Inc

2016 - 2016 (< 1 year)

Jimmy John'S

2016 - 2016 (< 1 year)

J. Crew

2015 - 2016 (1 year)

Ubs Financial Services

2014 - 2016 (2 years)

The Watermark Restaurant

2014 - 2014 (< 1 year)

Finish Line

2014 - 2016 (2 years)

Kent State University

2013 - 2013 (< 1 year)

Chautauqua Health & Fitness Center

2013 - 2014 (1 year)

Fredonia State University

2012 - 2013 (1 year)

Hogan'S Hut

2011 - 2013 (2 years)

Jamestown Community College

*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 Connor Meekins 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

Brandon Laborde
Concord, CA
Rachael Elken
Concord, CA
Joy Walker
Sarasota, FL
John Browning
Concord, CA
Michael Rossi
Concord, CA
Justin Dirito
Plymouth, MA
Eric Burkhardt
Concord, CA
Ryan Nolan
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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