Kristina Toland is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 16 years of industry experience. Kristina 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
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristina works full-time as Director of Advisor Marketing at AssetMark, Inc. She also owns Kristina Toland Photography and Deacon & Lamprey, spending minimal time on photography and about 10-20% of her time selling candles, photographic prints, and antique home goods. Kristina also does dog boarding and sitting through Rover.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLC
Assetmark Brokerage, LLCBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Investment Services LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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