Alejandro Herrera is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 12 years of industry experience. Alejandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 456,452 clients with $92B 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
200 W Madison St, Suite 2200, Chicago, IL, 60606
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Regulatory History
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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Alejandro works full-time as an Advisor Success Consultant for AssetMark, Inc. He also owns A & C Auto Detail LLC, a car wash and detailing business, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
Assetmark, INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations8 states
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
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