TC
TC

Trevor Cornett

6 Years of Experience
Concord, CA
Broker

Trevor Cornett is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 6 years of industry experience. Trevor 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

Trevor works full-time as a Product Manager, Trading Solutions of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. He started this investment-related employment in May 2022.

Employment History
Current Registrations
Assetmark, INC.
June 2022 - Present · 3 yrs 11 mos
Assetmark Brokerage, LLC
June 2022 - Present · 3 yrs 11 mos
Assetmark Brokerage, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Severin Investments LLC
January 2022 - April 2022 · 3 mos
Stifel, Nicolaus & Company, Incorporated
May 2019 - December 2021 · 2 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2019 - December 2021 · 2 yrs 7 mos
Edward Jones
January 2019 - March 2019 · 2 mos
Edward JonesBroker
December 2018 - March 2019 · 3 mos
State Registrations1 state
IL
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.
Trevor Cornett - Financial Advisor | TrueAdvisor