Christian
Oconnor

Assetmark, Inc

CRD#4830482
Investment Advisor
in Austin, TX

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About this Advisor

Christian Oconnor is a financial advisor working in Austin, Texas. Oconnor is currently employed by Assetmark, Inc. Over the course of their career, Oconnor has held roles at Nfp Corporation, Kestra Financial, Inc, Symmetry Partners, LLC, Horizon Investments LLC, Quasar Distributors, LLC, Assetmark Financial Holdings, Inc, Assetmark Brokerage LLC, Foreside Financial Services, LLC and Northern Lights Distributors, LLC. Oconnor holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Assetmark, Inc is a firm operating out of Concord, CA. The firm has offices in four locations and a total of 752 people on staff. It has $55 billion in total assets across its 344,691 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 1,151 charities and foundations. Of its 344,691 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in investable assets. The company offers 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. Fees for financial management usually depend on which services the firm provides the client. However, fees charged by Assetmark, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 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

Austin, TX

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

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

752

TX Average: 43
Total Number of Accounts

344,691

TX Average: 3,727
Average Account Size

$160,188

TX 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

Christian Oconnor Work History

Christian has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Assetmark Financial Holdings, Inc

2023 - Present (1 year)

Assetmark Brokerage LLC

2021 - 2023 (2 years)

Horizon Investments LLC

2021 - 2023 (2 years)

Quasar Distributors, LLC

2018 - 2021 (3 years)

Foreside Financial Services, LLC

2018 - 2018 (< 1 year)

Northern Lights Distributors, LLC

2017 - 2021 (4 years)

Symmetry Partners, LLC

2016 - 2017 (1 year)

Kestra Financial, Inc

2012 - 2016 (4 years)

Nfp Corporation

*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 Christian Oconnor 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

John Browning
Concord, CA
Nora Gillis
Concord, CA
Eric Burkhardt
Concord, CA
Jennifer Fouke
Concord, CA
Joy Walker
Sarasota, FL
Rachael Elken
Concord, CA
Kezia Samuel
Denver, CO
Jacqueline Sasson
Encino, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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