Joshua Malik is a registered investment advisor, based in Concord, CA, with 6 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Joshua works full-time as a National Consultant of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. He has been in this role since September 2019.
Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Assetmark, INC.
January 2020 - Present · 6 yrs 4 mos
State Registrations6 states
AKIDILMTORWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.