Celeste HolyoakeCRD Number: 6308812
Current Firm: Assetmark, Inc.
Celeste Holyoake (CRD# 6308812) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Parkside Capital Advisors, LLC
|Assetmark Brokerage, LLC||Concord, CA||Aug 2014 - Current||2|
|Capital Brokerage Corporation||Richmond, VA||Feb 2014 - Current||2|
|Centurion Capital Group LLC||Concord, CA||Dec 2013 - Current||2|
|Assetmark, Inc.||Concord, CA||Dec 2013 - Current||2|
|Santa Ana Police Foundation||Santa Ana, CA||Sep 2013 - Nov 2013||< 1|
|Barrington Investments||Carmel, IN||May 2013 - Jul 2013||< 1|
|Unemployment||Indianapolis, IN||Oct 2012 - May 2013||< 1|
|Sgi||Indianapolis, IN||Sep 2011 - Oct 2012||1|
|Darrel Dorr Productions||Lake Forest, CA||Jul 2011 - Aug 2012||1|
|What The Dickens Carolers||Irvine, CA||Sep 2010 - Jan 2012||1|
|Bj's Restaurant And Brewhouse||Irvine, CA||Nov 2010 - May 2011||< 1|
|Indiana University||Bloomington, IN||Aug 2006 - May 2010||3|
|Adventure Unlimited||Buena Vista, CO||May 2008 - Aug 2008||< 1|
|Islands Restaurants||Newport Beach, CA||Feb 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Apr 2014|
Total Assets Under Management20,055MILLIONS
Total Number of Accounts122,477ACCOUNTS
Average Account Value$163,746
- 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")
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.