Todd Marsell is a registered investment advisor, based in Concord, CA, with 20 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History (1)
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Financial
August 2019Final
Other Business Activities
Todd works full-time as a national consultant for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in October 2018.
Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
October 2018 - Present · 7 yrs 7 mos
Assetmark Brokerage, LLC
October 2018 - Present · 7 yrs 7 mos
Assetmark, INC.
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Dcm Brokers, LLCBroker
November 2016 - October 2018 · 1 yr 11 mos
Lbmz Securities, INC.Broker
December 2014 - August 2016 · 1 yr 8 mos
Zacks Investment Management, INC.
November 2014 - September 2016 · 1 yr 10 mos
PNC Investments
July 2013 - November 2014 · 1 yr 4 mos
PNC InvestmentsBroker
July 2013 - November 2014 · 1 yr 4 mos
Hennion & Walsh, INC.Broker
March 2012 - May 2013 · 1 yr 2 mos
Midamerica Financial Services, INC.Broker
October 2011 - February 2012 · 4 mos
Americafirst Capital Management, LLC
October 2010 - February 2012 · 1 yr 4 mos
Advisors Asset Management, INC.
July 2008 - July 2009 · 1 yr
Advisors Asset Management, INC.Broker
March 2008 - July 2009 · 1 yr 4 mos
Van Kampen Funds INC.Broker
October 2006 - April 2008 · 1 yr 6 mos
First Trust Portfolios L.P.Broker
July 2004 - September 2006 · 2 yrs 2 mos
State Registrations4 states
ARILLATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.