Bradley Allen (CRD# 3239295) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 18 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Concord, CA | Apr 2020 - Current | 4 |
| Assetmark Financial Inc. | Concord, CA | Apr 2020 - Current | 4 |
| Wells Fargo Funds Management, LLC | San Francisco, CA | Oct 2016 - Apr 2020 | 3 |
| Unemployed | San Francisco, CA | Jun 2016 - Sep 2016 | < 1 |
| Charles Schwab & Company, Inc. | San Francisco, CA | Jul 2008 - May 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- CA
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
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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