Mark Pickett (CRD# 5563227) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 14 years of experience in the finance industry.
CRD# 2531770
Ubs Financial Services Inc.
CRD# 4586809
Cetera Investment Advisers LLC
CRD# 6153090
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Westminster, CO | Dec 2019 - Current | 4 |
| Assetmark Brokerage, LLC | Westminster, CO | Dec 2019 - Current | 4 |
| Global Financial Private Capital, LLC | Sarasota, FL | Apr 2017 - Dec 2019 | 2 |
| Gf Investment Services, LLC | Sarasota, FL | May 2017 - Apr 2019 | 1 |
| Unemployed | Westminster, CO | May 2016 - Apr 2017 | < 1 |
| Curian Capital, LLC | Denver, CO | Oct 2014 - Apr 2016 | 1 |
| Curian Clearing, LLC | Denver, CO | Mar 2010 - Apr 2016 | 6 |
| Curian Capital, LLC | Denver, CO | Jan 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- CO
-
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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