Phillip Legorreta, financial advisor Concord CA

Phillip Legorreta

CRD Number: 5247728
Current Firm: Assetmark, Inc.

Phillip Legorreta (CRD# 5247728) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 13 years of experience in the finance industry.

Similar Advisors
John McNertney, financial advisor Concord CA
John T. McNertney
CRD# 2289402
Polaris Wealth Advisory Group
Similar Advisors
William Browne, financial advisor Concord CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Mark Greenberg, financial advisor Concord CA
Mark A. Greenberg
CRD# 1245314
Wealth & Tax Planners
Company Name Location Dates Years
Assetmark Brokerage, LLC Chicago, IL Aug 2014 - Current 6
Assetmark Financial, Inc. Chicago, IL Aug 2014 - Current 6
Centurion Capital Group, Inc. Comcord, CA Sep 2013 - Aug 2014 < 1
Capital Brokerage Corp Chicago, IL Sep 2010 - Sep 2013 3
Genworth Financial Chicago, IL Sep 2010 - Aug 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Phillip E. Legorreta
Phone Number: 800-664-5345
Firm Website: https://www.savos.com
Registered State(s):
  • IL
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.