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Mara Tebben

19 Years of Experience
Concord, CA
Broker

Mara Tebben is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 19 years of industry experience. Mara 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

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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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

Mara works full-time as a National Consultant of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in 2012.

Employment History
Current Registrations
Assetmark, INC.
January 2021 - Present · 5 yrs 8 mos
Assetmark Brokerage, LLC
August 2014 - Present · 12 yrs 1 mo
Assetmark Brokerage, LLCBroker
August 2014 - Present · 12 yrs 1 mo
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Assetmark, INC.
April 2012 - January 2021 · 8 yrs 9 mos
Capital Brokerage CorporationBroker
January 2012 - November 2013 · 1 yr 10 mos
Nationwide Securities, LLCBroker
March 2009 - November 2011 · 2 yrs 8 mos
Ameriprise Financial Services, INC.
January 2007 - March 2009 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
January 2007 - March 2009 · 2 yrs 2 mos
State Registrations4 states
CONMOHWY
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.
Mara Tebben - Financial Advisor | TrueAdvisor