MP
MP

Mark Pickett

14 Years of Experience
Concord, CA
Broker

Mark Pickett is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 14 years of industry experience. Mark 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

Mark works full-time as a Senior National Sales Consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in December 2019.

Employment History
Current Registrations
Assetmark Brokerage, LLC
January 2020 - Present · 6 yrs 8 mos
Assetmark, INC.
January 2020 - Present · 6 yrs 8 mos
Assetmark Brokerage, LLCBroker
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
Global Financial Private Capital, INC.
May 2017 - December 2019 · 2 yrs 7 mos
G.F. Investment Services, LLCBroker
May 2017 - April 2019 · 1 yr 11 mos
Curian Capital, LLC
April 2010 - May 2016 · 6 yrs 1 mo
Curian Clearing, LLCBroker
March 2010 - May 2016 · 6 yrs 2 mos
State Registrations6 states
COKYMIOHPAWV
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.
Mark Pickett - Financial Advisor | TrueAdvisor