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Patrick Gara

21 Years of Experience
Chicago, IL
Broker

Patrick Gara is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 21 years of industry experience. Patrick 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Patrick works full-time as a Senior Business Development Consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in November 2016.

Employment History
Current Registrations
Assetmark, INC.
November 2016 - Present · 9 yrs 8 mos
Assetmark Brokerage, LLCBroker
November 2016 - Present · 9 yrs 8 mos
Previous Registrations
Gwfs Equities, INC.Broker
May 2015 - September 2016 · 1 yr 4 mos
PNC Investments
November 2014 - April 2015 · 5 mos
PNC InvestmentsBroker
November 2014 - April 2015 · 5 mos
Assetmark Brokerage, LLCBroker
August 2014 - October 2014 · 2 mos
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Assetmark, INC.
July 2008 - October 2014 · 6 yrs 3 mos
Capital Brokerage CorporationBroker
November 2007 - November 2013 · 6 yrs
Genworth Financial Asset Management, INC
May 2007 - July 2008 · 1 yr 2 mos
Aig Sunamerica Capital Services, INC.Broker
January 2006 - January 2007 · 1 yr
Ameriprise Financial Services, INC.Broker
February 2004 - December 2005 · 1 yr 10 mos
Ids Life Insurance CompanyBroker
February 2004 - December 2005 · 1 yr 10 mos
State Registrations2 states
CAIL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patrick Gara - Financial Advisor | TrueAdvisor