Michael Begley, financial advisor Concord CA

Michael Begley

CRD Number: 4482668
Current Firm: Assetmark, Inc.

Michael Begley (CRD# 4482668) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 18 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Assetmark Financial, Inc. Longmeadow, MA Sep 2019 - Current 1
Assetmark Brokerage, LLC Longmeadow, MA Sep 2019 - Current 1
Eqis Capital Management, Inc. San Rafael, CA Jul 2019 - Aug 2019 < 1
Contractor Longmeadow, MA Mar 2019 - Jul 2019 < 1
Sei Investments Management Corp Oaks, PA Sep 2015 - Mar 2019 3
Sei Investments Distribution Co Oaks, PA Sep 2015 - Mar 2019 3
Curian Clearing LLC Denver, CO Mar 2012 - Sep 2015 3
Curian Capital, LLC Denver, CO Mar 2012 - Sep 2015 3
State Life Insurance Company Saint Louis, MO Aug 2010 - Mar 2012 1
Oneamerica Securities Saint Louis, MO Mar 2010 - Mar 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Michael J. Begley
Phone Number: 800-664-5345
Firm Website: https://www.savos.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    38,785
    MILLIONS
  • Total Number of Accounts
    211,165
    ACCOUNTS
  • Average Account Value
    $183,672
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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