Elizabeth Mcconville is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 11 years of industry experience. Elizabeth 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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Elizabeth works full-time as a Regional Investment Specialist of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in September 2023.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations16 states
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