Omar Mercado is a registered investment advisor at Assetmark, INC., based in Alhambra, CA, with 14 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Alhambra, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Omar works full-time as a process owner in AMRS Operations for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in March 2021.
Employment History
Current Registrations
Assetmark Brokerage, LLC
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations1 state
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