Ryan Wilson (CRD# 7513968) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year 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 | Chicago, IL | Jul 2022 - Current | 1 |
Assetmark Financial Holdings, Inc. | Chicago, IL | Jan 2022 - Current | 2 |
Blackhawk Medical Group | Blackhawk, CA | Oct 2021 - Dec 2021 | < 1 |
Scribeamerica | Thousand Oaks, CA | Aug 2020 - Aug 2021 | 1 |
University Of California Berkeley | Berkeley, CA | Jan 2020 - Aug 2020 | < 1 |
Scribeamerica | Thousand Oaks, CA | Jul 2019 - Jan 2020 | < 1 |
Baskin Robbins | Newbury Park, CA | Jan 2017 - Aug 2019 | 2 |
Dicks Sporting Goods | Thousand Oaks, CA | Aug 2016 - Dec 2016 | < 1 |
Unemployeed | Thousand Oaks, CA | Jan 2011 - Aug 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
S63 | Uniform Securities State Law Examination | Mar 2023 |
- IL
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Total Assets Under Management65,618MILLIONS
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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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