Joshua Malik (CRD# 7217722) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 4 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Assetmark Brokerage, LLC | Chicago, IL | Jan 2020 - Current | 4 |
Assetmark Financial Holdings, Inc. | Chicago, IL | Sep 2019 - Current | 4 |
Cedar Rapids Bank And Trust | Cedar Rapids, IA | May 2018 - Sep 2019 | 1 |
Cambus | Iowa City, IA | Jan 2016 - May 2018 | 2 |
Iowa Office Of The State Archaeologist | Iowa City, IA | Aug 2015 - Jan 2016 | < 1 |
Happy Joes | Bettendorf, IA | May 2015 - Aug 2015 | < 1 |
Jimmy Johns | Bettendorf, IA | Aug 2012 - Aug 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
S63 | Uniform Securities State Law Examination | Apr 2021 |
- IL
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Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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