John Buchanan is a registered investment advisor, based in Concord, CA, with 24 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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John works full-time as a Senior Investment Specialist for AssetMark Investment Solutions of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC.
Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 9 mos
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 9 mos
Assetmark, INC.
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Capital Brokerage CorporationBroker
August 2005 - November 2013 · 8 yrs 3 mos
Banc of America Investment Services, INC.Broker
April 2005 - July 2005 · 3 mos
Banc of America Investment Services, INC.
April 2005 - July 2005 · 3 mos
Capital Brokerage CorporationBroker
March 2004 - March 2005 · 1 yr
Merrill Lynch Pierce Fenner & Smith INC.
December 2002 - May 2003 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2002 - May 2003 · 5 mos
James River Securities CORP.Broker
June 2002 - November 2002 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1999 - November 2001 · 1 yr 11 mos
State Registrations15 states
CTDCDEMAMDMENCNHNJNYPARIVAVTWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.