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Odalys Lara

3 Years of Experience
Chicago, IL
Broker

Odalys Lara is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 3 years of industry experience. Odalys 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

200 W. Madison Ave., Suite 2200, Chicago, IL, 60606

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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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Employment History
Current Registrations
Assetmark, INC.
June 2025 - Present · 11 mos
Assetmark Brokerage, LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
UBS Financial Services INC.
March 2023 - May 2025 · 2 yrs 2 mos
UBS Financial Services INC.Broker
January 2023 - May 2025 · 2 yrs 4 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.
Odalys Lara - Financial Advisor | TrueAdvisor